PWM
ZG icon

Perigon Wealth Management’s Zillow ZG Stock Holding History

Perigon Wealth Management’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
2018
Q2 		– Sell
-75
Closed -$4K – 609
2018
Q1 		$4K Hold
75
– – ﹤0.01% 570
2017
Q4 		$3K Hold
75
– – ﹤0.01% 565
2017
Q3 		$3K Buy
75
+10
+15% +$423 ﹤0.01% 593
2017
Q2 		$3K Hold
65
– – ﹤0.01% 555
2017
Q1 		$2K Hold
65
– – ﹤0.01% 601
2016
Q4 		$2K Sell
65
-3,635
-98% -$127K ﹤0.01% 685
2016
Q3 		$0 Hold
3,700
– – ﹤0.01% 645
2016
Q2 		$0 Buy
+3,700
New +$105K ﹤0.01% 460
2015
Q3 		– Sell
-11,100
Closed -$321K – 215
2015
Q2 		$321K Hold
11,100
– – 0.08% 176
2015
Q1 		$371K Buy
+11,100
New +$392K 0.1% 167

Other funds holding ZG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return