Optimum Investment Advisors’s Zillow Z Stock Holding History

Optimum Investment Advisors’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
2024 Q1	–	Sell	-4	Closed	-$231	–	668
2023 Q4	$231	Hold	4	–	–	﹤0.01%	626
2023 Q3	$185	Hold	4	–	–	﹤0.01%	696
2023 Q2	$201	Hold	4	–	–	﹤0.01%	696
2023 Q1	$178	Sell	4 -100	-96%	-$4.25K	﹤0.01%	727
2022 Q4	$3.35K	Hold	104	–	–	﹤0.01%	648
2022 Q3	$3K	Hold	104	–	–	﹤0.01%	712
2022 Q2	$3K	Hold	104	–	–	﹤0.01%	744
2022 Q1	$5K	Hold	104	–	–	﹤0.01%	741
2021 Q4	$7K	Buy	104 +100	+2,500%	+$7.21K	﹤0.01%	712
2021 Q3	$0	Sell	4 -900	-100%	-$91K	﹤0.01%	931
2021 Q2	$110K	Hold	904	–	–	0.03%	366
2021 Q1	$117K	Sell	904 -150	-14%	-$22.3K	0.03%	339
2020 Q4	$137K	Buy	1,054 +1,052	+52,600%	+$116K	0.04%	309
2020 Q3	$0	Buy	+2	New	+$156	﹤0.01%	942

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

TCMI

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

DCM

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

Optimum Investment Advisors's Z Position: Q1 2024 in Review

Optimum Investment Advisors sold out of Zillow (Z) in Q1 2024, closing a stake of 4 shares — an estimated $231 sold.

Optimum Investment Advisors first reported a position in Z in Q3 2020 and held it in 14 quarters. The position peaked at $137K in Q4 2020. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

Optimum Investment Advisors reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
Optimum Investment Advisors sold 4 Zillow shares in Q1 2024, an estimated $231.
Optimum Investment Advisors first reported a position in Zillow in Q3 2020 and held it in 14 quarters.
Optimum Investment Advisors's Zillow position peaked at $137K in Q4 2020.
434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.