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Patriot Financial Group Insurance Agency’s Zillow Z Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-586
Closed -$19K – 1986
2022
Q2 		$19K Sell
586
-989
-63% -$39.7K ﹤0.01% 1035
2022
Q1 		$78K Sell
1,575
-1,606
-50% -$86.3K 0.01% 654
2021
Q4 		$203K Buy
3,181
+2,100
+194% +$151K 0.03% 442
2021
Q3 		$95K Buy
1,081
+516
+91% +$52.2K 0.02% 673
2021
Q2 		$69K Buy
565
+422
+295% +$51.4K 0.01% 732
2021
Q1 		$19K Buy
143
+88
+160% +$13.1K ﹤0.01% 1129
2020
Q4 		$7K Hold
55
– – ﹤0.01% 1344
2020
Q3 		$6K Hold
55
– – ﹤0.01% 1196
2020
Q2 		$3K Buy
55
+1
+2% +$50 ﹤0.01% 1342
2020
Q1 		$2K Buy
+54
New +$2.49K ﹤0.01% 1353

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's Z Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Zillow (Z) in Q3 2022, closing a stake of 586 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in Z in Q1 2020 and held it in 10 quarters. The position peaked at $203K in Q4 2021. 386 funds tracked by Wall St. Rank hold Z as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Zillow position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 586 Zillow shares in Q3 2022, an estimated $19K.
  • Patriot Financial Group Insurance Agency first reported a position in Zillow in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Zillow position peaked at $203K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Zillow as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.