Laurel Wealth Advisors (North Carolina)’s Zillow Z Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5	Closed	-$231	–	593
2023 Q3	$231	Buy	+5	New	+$257	﹤0.01%	566
2022 Q4	–	Sell	-56	Closed	-$2K	–	583
2022 Q3	$2K	Hold	56	–	–	﹤0.01%	500
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	556
2022 Q1	$3K	Hold	56	–	–	﹤0.01%	566
2021 Q4	$4K	Hold	56	–	–	﹤0.01%	519
2021 Q3	$5K	Buy	+56	New	+$5.67K	﹤0.01%	496

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s Z Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Zillow (Z) in Q4 2023, closing a stake of 5 shares — an estimated $231 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in Z in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 444 funds tracked by Wall St. Rank hold Z as of Q4 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining Zillow position as of Q4 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 5 Zillow shares in Q4 2023, an estimated $231.
Laurel Wealth Advisors (North Carolina) first reported a position in Zillow in Q3 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Zillow position peaked at $5K in Q3 2021.
444 funds tracked by Wall St. Rank held Zillow as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.