Ropes Wealth Advisors’s Zillow Z Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-29	Closed	-$4K	–	820
2020 Q4	$4K	Buy	+29	New	+$3.21K	﹤0.01%	590

Other funds holding Z

CIA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

SIM

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

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

NAMA

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

Ropes Wealth Advisors's Z Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Zillow (Z) in Q1 2021, closing a stake of 29 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in Z in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 528 funds tracked by Wall St. Rank hold Z as of Q1 2021.

Ropes Wealth Advisors reported no remaining Zillow position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 29 Zillow shares in Q1 2021, an estimated $4K.
Ropes Wealth Advisors first reported a position in Zillow in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Zillow position peaked at $4K in Q4 2020.
528 funds tracked by Wall St. Rank held Zillow as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.