PWAG
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Polaris Wealth Advisory Group’s Zillow Z Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-53,455
Closed -$7.76M – 216
2021
Q1 		$7.76M Buy
+53,455
New +$7.93M 0.5% 66

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Polaris Wealth Advisory Group's Z Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Zillow (Z) in Q2 2021, closing a stake of 53,455 shares — an estimated $7.76M sold.

Polaris Wealth Advisory Group first reported a position in Z in Q1 2021 and held it in 1 quarter. The position peaked at $7.76M in Q1 2021. 528 funds tracked by Wall St. Rank hold Z as of Q2 2021.

  • Polaris Wealth Advisory Group reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 53,455 Zillow shares in Q2 2021, an estimated $7.76M.
  • Polaris Wealth Advisory Group first reported a position in Zillow in Q1 2021 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Zillow position peaked at $7.76M in Q1 2021.
  • 528 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.