Sutton Wealth Advisors’s Zillow Z Stock Holding History

Sutton 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
2023 Q1	–	Sell	-4,182	Closed	-$135K	–	1589
2022 Q4	$135K	Buy	4,182 +4,162	+20,810%	+$138K	0.05%	214
2022 Q3	$572	Hold	20	–	–	﹤0.01%	1447
2022 Q2	$635	Buy	20 +2	+11%	+$80	﹤0.01%	1404
2022 Q1	$887	Hold	18	–	–	﹤0.01%	1376
2021 Q4	$1.15K	Hold	18	–	–	﹤0.01%	1299
2021 Q3	$1.59K	Hold	18	–	–	﹤0.01%	1201
2021 Q2	$2.2K	Hold	18	–	–	﹤0.01%	1156
2021 Q1	$2.33K	Hold	18	–	–	﹤0.01%	1124
2020 Q4	$2.34K	Hold	18	–	–	﹤0.01%	1087
2020 Q3	$1.83K	Hold	18	–	–	﹤0.01%	1080
2020 Q2	$1.04K	Hold	18	–	–	﹤0.01%	1119
2020 Q1	$648	Hold	18	–	–	﹤0.01%	1128
2019 Q4	$827	Sell	18 -2	-10%	-$75	﹤0.01%	1129
2019 Q3	$596	Sell	20 -9	-31%	-$359	﹤0.01%	1150
2019 Q2	$1.34K	Buy	29 +11	+61%	+$438	﹤0.01%	1086
2019 Q1	$625	Buy	18 +9	+100%	+$321	﹤0.01%	1140
2018 Q4	$284	Buy	+9	New	+$320	﹤0.01%	1111
2018 Q3	–	Sell	-251	Closed	-$14.8K	–	1167
2018 Q2	$14.8K	Hold	251	–	–	0.01%	713
2018 Q1	$13.5K	Buy	+251	New	+$12.1K	0.01%	713
2017 Q4	–	Sell	-464	Closed	-$18.7K	–	1118
2017 Q3	$18.7K	Hold	464	–	–	0.01%	573
2017 Q2	$22.7K	Buy	+464	New	+$19.4K	0.02%	474

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 $3.37T 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

TCMV

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

Sutton Wealth Advisors's Z Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Zillow (Z) in Q1 2023, closing a stake of 4,182 shares — an estimated $135K sold.

Sutton Wealth Advisors first reported a position in Z in Q2 2017 and held it in 21 quarters. The position peaked at $135K in Q4 2022. 404 funds tracked by Wall St. Rank hold Z as of Q1 2023.

Sutton Wealth Advisors reported no remaining Zillow position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4,182 Zillow shares in Q1 2023, an estimated $135K.
Sutton Wealth Advisors first reported a position in Zillow in Q2 2017 and held it in 21 quarters.
Sutton Wealth Advisors's Zillow position peaked at $135K in Q4 2022.
404 funds tracked by Wall St. Rank held Zillow as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.