PRW Wealth Management’s Zillow Z Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-5	Closed	–	–	698
2019 Q1	$0	Hold	5	–	–	﹤0.01%	811
2018 Q4	$0	Buy	+5	New	+$178	﹤0.01%	777

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return

PRW Wealth Management's Z Position: Q2 2019 in Review

PRW Wealth Management sold out of Zillow (Z) in Q2 2019, closing a stake of 5 shares.

PRW Wealth Management first reported a position in Z in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 288 funds tracked by Wall St. Rank hold Z as of Q2 2019.

PRW Wealth Management reported no remaining Zillow position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 5 Zillow shares in Q2 2019.
PRW Wealth Management first reported a position in Zillow in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Zillow position peaked at $0 in Q1 2019.
288 funds tracked by Wall St. Rank held Zillow as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.