Sigma Planning Corp’s Zillow Z Stock Holding History

Sigma Planning Corp’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
2023 Q1	–	Sell	-9,859	Closed	-$318K	–	1369
2022 Q4	$318K	Buy	+9,859	New	+$327K	0.01%	939
2022 Q3	–	Sell	-7,065	Closed	-$224K	–	1354
2022 Q2	$224K	Sell	7,065 -40	-0.6%	-$1.61K	0.01%	1117
2022 Q1	$350K	Buy	+7,105	New	+$382K	0.01%	994
2021 Q4	–	Sell	-4,124	Closed	-$363K	–	1486
2021 Q3	$363K	Buy	4,124 +2,284	+124%	+$231K	0.01%	961
2021 Q2	$225K	Buy	+1,840	New	+$224K	0.01%	1233
2019 Q3	–	Sell	-5,950	Closed	-$276K	–	1077
2019 Q2	$276K	Buy	+5,950	New	+$237K	0.01%	767

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

Sigma Planning Corp's Z Position: Q1 2023 in Review

Sigma Planning Corp sold out of Zillow (Z) in Q1 2023, closing a stake of 9,859 shares — an estimated $318K sold.

Sigma Planning Corp first reported a position in Z in Q2 2019 and held it in 6 quarters. The position peaked at $363K in Q3 2021. 404 funds tracked by Wall St. Rank hold Z as of Q1 2023.

Sigma Planning Corp reported no remaining Zillow position as of Q1 2023 after selling out during the quarter.
Sigma Planning Corp sold 9,859 Zillow shares in Q1 2023, an estimated $318K.
Sigma Planning Corp first reported a position in Zillow in Q2 2019 and held it in 6 quarters.
Sigma Planning Corp's Zillow position peaked at $363K in Q3 2021.
404 funds tracked by Wall St. Rank held Zillow as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.