TCI Wealth Advisors’s Zillow Z Stock Holding History

TCI 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 Q2	–	Sell	-35	Closed	-$1.56K	–	2294
2023 Q1	$1.56K	Buy	35 +7	+25%	+$297	﹤0.01%	2022
2022 Q4	$902	Sell	28 -399	-93%	-$13.2K	﹤0.01%	2127
2022 Q3	$12K	Buy	427 +17	+4%	+$590	﹤0.01%	938
2022 Q2	$13K	Buy	410 +399	+3,627%	+$16K	﹤0.01%	874
2022 Q1	$1K	Sell	11 -113	-91%	-$6.08K	﹤0.01%	2166
2021 Q4	$8K	Buy	+124	New	+$8.94K	﹤0.01%	1380
2021 Q2	–	Sell	-14	Closed	-$2K	–	2473
2021 Q1	$2K	Buy	+14	New	+$2.08K	﹤0.01%	1933
2017 Q1	–	Sell	-140	Closed	-$5K	–	1396
2016 Q4	$5K	Buy	+140	New	+$4.93K	﹤0.01%	788

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

TCMV

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

TCI Wealth Advisors's Z Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Zillow (Z) in Q2 2023, closing a stake of 35 shares — an estimated $1.56K sold.

TCI Wealth Advisors first reported a position in Z in Q4 2016 and held it in 8 quarters. The position peaked at $13K in Q2 2022. 424 funds tracked by Wall St. Rank hold Z as of Q2 2023.

TCI Wealth Advisors reported no remaining Zillow position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 35 Zillow shares in Q2 2023, an estimated $1.56K.
TCI Wealth Advisors first reported a position in Zillow in Q4 2016 and held it in 8 quarters.
TCI Wealth Advisors's Zillow position peaked at $13K in Q2 2022.
424 funds tracked by Wall St. Rank held Zillow as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.