Next Financial Group’s Zillow ZG Stock Holding History

Next Financial Group’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-49	Closed	-$6K	–	2731
2021 Q1	$6K	Buy	+49	New	+$7.56K	﹤0.01%	2064
2017 Q1	–	Sell	-69	Closed	-$3K	–	2328
2016 Q4	$3K	Hold	69	–	–	﹤0.01%	2113
2016 Q3	$2K	Buy	+69	New	+$2.47K	﹤0.01%	2190
2015 Q2	–	Sell	-300	Closed	-$10K	–	1983
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	1254
2014 Q4	$11K	Sell	300 -234	-44%	-$8.59K	﹤0.01%	1225
2014 Q3	$21K	Buy	+534	New	+$24.2K	﹤0.01%	1393

Other funds holding ZG

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Next Financial Group's ZG Position: Q2 2021 in Review

Next Financial Group sold out of Zillow (ZG) in Q2 2021, closing a stake of 49 shares — an estimated $6K sold.

Next Financial Group first reported a position in ZG in Q3 2014 and held it in 6 quarters. The position peaked at $21K in Q3 2014. 343 funds tracked by Wall St. Rank hold ZG as of Q2 2021.

Next Financial Group reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 49 Zillow shares in Q2 2021, an estimated $6K.
Next Financial Group first reported a position in Zillow in Q3 2014 and held it in 6 quarters.
Next Financial Group's Zillow position peaked at $21K in Q3 2014.
343 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.