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Realta Investment Advisors’s Zillow Z Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-1,064
Closed -$32K – 1696
2019
Q3 		$32K Buy
1,064
+510
+92% +$20.3K 0.01% 790
2019
Q2 		$26K Buy
554
+354
+177% +$14.1K 0.01% 849
2019
Q1 		$7K Buy
+200
New +$7.13K ﹤0.01% 1008

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Realta Investment Advisors's Z Position: Q4 2019 in Review

Realta Investment Advisors sold out of Zillow (Z) in Q4 2019, closing a stake of 1,064 shares — an estimated $32K sold.

Realta Investment Advisors first reported a position in Z in Q1 2019 and held it in 3 quarters. The position peaked at $32K in Q3 2019. 275 funds tracked by Wall St. Rank hold Z as of Q4 2019.

  • Realta Investment Advisors reported no remaining Zillow position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,064 Zillow shares in Q4 2019, an estimated $32K.
  • Realta Investment Advisors first reported a position in Zillow in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Zillow position peaked at $32K in Q3 2019.
  • 275 funds tracked by Wall St. Rank held Zillow as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.