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%	934
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%	948

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return