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Reilly Financial Advisors’s Zillow Z Stock Holding History

Reilly 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
2021
Q4 		$26K Sell
411
-470
-53% -$33.9K ﹤0.01% 523
2021
Q3 		$78K Buy
+881
New +$89.1K 0.01% 307
2017
Q2 		– Sell
-40
Closed -$1K – 975
2017
Q1 		$1K Buy
+40
New +$1.43K ﹤0.01% 895

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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 $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Reilly Financial Advisors's Z Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Zillow (Z) stake by 53% in Q4 2021, selling an estimated $33.9K and leaving 411 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Reilly Financial Advisors first reported a position in Z in Q1 2017 and has held it in 3 quarters since. The position peaked at $78K in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

  • Reilly Financial Advisors held 411 shares of Zillow worth $26K as of Q4 2021.
  • Reilly Financial Advisors sold 470 Zillow shares in Q4 2021, an estimated $33.9K.
  • Zillow made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #523 holding.
  • Reilly Financial Advisors first reported a position in Zillow in Q1 2017 and has held it in 3 quarters since.
  • Reilly Financial Advisors's Zillow position peaked at $78K in Q3 2021.
  • 470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.