PWA
ZG icon

Provenance Wealth Advisors’s Zillow ZG Stock Holding History

Provenance Wealth Advisors’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
2026
Q1 		$20.7K Hold
500
– – ﹤0.01% 269
2025
Q4 		$34.1K Hold
500
– – ﹤0.01% 222
2025
Q3 		$37.2K Hold
500
– – ﹤0.01% 235
2025
Q2 		$34.2K Hold
500
– – ﹤0.01% 236
2025
Q1 		$33.4K Hold
500
– – ﹤0.01% 247
2024
Q4 		$35.4K Hold
500
– – ﹤0.01% 239
2024
Q3 		$31K Hold
500
– – ﹤0.01% 262
2024
Q2 		$22.5K Hold
500
– – ﹤0.01% 251
2024
Q1 		$23.9K Hold
500
– – ﹤0.01% 265
2023
Q4 		$28.4K Hold
500
– – ﹤0.01% 242
2023
Q3 		$22.4K Buy
+500
New +$25.1K ﹤0.01% 215

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return