Phoenix Wealth Advisors’s Zillow Z Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-7,288	Closed	-$642K	–	363
2021 Q3	$642K	Buy	7,288 +217	+3%	+$21.9K	0.48%	55
2021 Q2	$846K	Buy	7,071 +34	+0.5%	+$4.14K	0.61%	48
2021 Q1	$939K	Sell	7,037 -737	-9%	-$109K	0.73%	37
2020 Q4	$1.01M	Buy	+7,774	New	+$860K	0.77%	37

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Phoenix Wealth Advisors's Z Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Zillow (Z) in Q4 2021, closing a stake of 7,288 shares — an estimated $642K sold.

Phoenix Wealth Advisors first reported a position in Z in Q4 2020 and held it in 4 quarters. The position peaked at $1.01M in Q4 2020. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 7,288 Zillow shares in Q4 2021, an estimated $642K.
Phoenix Wealth Advisors first reported a position in Zillow in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Zillow position peaked at $1.01M in Q4 2020.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.