Straight Path Wealth Management’s Zillow Z Stock Holding History

Straight Path Wealth Management’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	-8,067	Closed	-$467K	–	102
2023 Q4	$467K	Sell	8,067 -1,000	-11%	-$44.1K	0.27%	45
2023 Q3	$419K	Buy	9,067 +6	+0.1%	+$308	0.28%	46
2023 Q2	$455K	Hold	9,061	–	–	0.31%	41
2023 Q1	$403K	Buy	+9,061	New	+$385K	0.32%	44

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 $3.37T AUM 44.26% 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

Straight Path Wealth Management's Z Position: Q1 2024 in Review

Straight Path Wealth Management sold out of Zillow (Z) in Q1 2024, closing a stake of 8,067 shares — an estimated $467K sold.

Straight Path Wealth Management first reported a position in Z in Q1 2023 and held it in 4 quarters. The position peaked at $467K in Q4 2023. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

Straight Path Wealth Management reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
Straight Path Wealth Management sold 8,067 Zillow shares in Q1 2024, an estimated $467K.
Straight Path Wealth Management first reported a position in Zillow in Q1 2023 and held it in 4 quarters.
Straight Path Wealth Management's Zillow position peaked at $467K in Q4 2023.
434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Straight Path Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.