SOA Wealth Advisors’s Zillow Z Stock Holding History

SOA 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
2024 Q1	–	Sell	-200	Closed	-$11.6K	–	927
2023 Q4	$11.6K	Buy	+200	New	+$8.81K	﹤0.01%	506

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

Barclays London, United Kingdom $521B AUM 51.41% 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

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

SOA Wealth Advisors's Z Position: Q1 2024 in Review

SOA Wealth Advisors sold out of Zillow (Z) in Q1 2024, closing a stake of 200 shares — an estimated $11.6K sold.

SOA Wealth Advisors first reported a position in Z in Q4 2023 and held it in 1 quarter. The position peaked at $11.6K in Q4 2023. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

SOA Wealth Advisors reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
SOA Wealth Advisors sold 200 Zillow shares in Q1 2024, an estimated $11.6K.
SOA Wealth Advisors first reported a position in Zillow in Q4 2023 and held it in 1 quarter.
SOA Wealth Advisors's Zillow position peaked at $11.6K in Q4 2023.
434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.