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Plante Moran Financial Advisors’s Zillow Z Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-103
Closed -$10K – 1011
2020
Q3 		$10K Buy
+103
New +$8.04K ﹤0.01% 615

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Plante Moran Financial Advisors's Z Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Zillow (Z) in Q4 2020, closing a stake of 103 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in Z in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 495 funds tracked by Wall St. Rank hold Z as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Zillow position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 103 Zillow shares in Q4 2020, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in Zillow in Q3 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Zillow position peaked at $10K in Q3 2020.
  • 495 funds tracked by Wall St. Rank held Zillow as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.