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Synergy Financial Group’s Zillow Z Stock Holding History

Synergy Financial Group’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
2025
Q1 		– Sell
-2,703
Closed -$200K – 113
2024
Q4 		$200K Sell
2,703
-782
-22% -$55.9K 0.17% 100
2024
Q3 		$223K Buy
+3,485
New +$187K 0.21% 88
2024
Q1 		– Sell
-3,744
Closed -$217K – 92
2023
Q4 		$217K Buy
+3,744
New +$165K 0.27% 83
2022
Q2 		– Sell
-4,651
Closed -$229K – 96
2022
Q1 		$229K Hold
4,651
– – 0.24% 90
2021
Q4 		$297K Buy
+4,651
New +$335K 0.27% 85

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Synergy Financial Group's Z Position: Q1 2025 in Review

Synergy Financial Group sold out of Zillow (Z) in Q1 2025, closing a stake of 2,703 shares — an estimated $200K sold.

Synergy Financial Group first reported a position in Z in Q4 2021 and held it in 5 quarters. The position peaked at $297K in Q4 2021. 499 funds tracked by Wall St. Rank hold Z as of Q1 2025.

  • Synergy Financial Group reported no remaining Zillow position as of Q1 2025 after selling out during the quarter.
  • Synergy Financial Group sold 2,703 Zillow shares in Q1 2025, an estimated $200K.
  • Synergy Financial Group first reported a position in Zillow in Q4 2021 and held it in 5 quarters.
  • Synergy Financial Group's Zillow position peaked at $297K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held Zillow as of Q1 2025.

Based on Synergy Financial Group's 13F filing for Q1 2025, filed 15 May 2025.