TCI Wealth Advisors’s Zillow ZG Stock Holding History

TCI Wealth Advisors’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7	Closed	-$306	–	2299
2023 Q1	$306	Buy	7 +6	+600%	+$250	﹤0.01%	2284
2022 Q4	$31	Sell	1 -268	-100%	-$8.78K	﹤0.01%	2453
2022 Q3	$8K	Buy	269 +1	+0.4%	+$35	﹤0.01%	1199
2022 Q2	$9K	Buy	+268	New	+$10.6K	﹤0.01%	1116
2017 Q1	–	Sell	-70	Closed	-$3K	–	1397
2016 Q4	$3K	Buy	+70	New	+$2.45K	﹤0.01%	945

Other funds holding ZG

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Zillow (ZG) in Q2 2023, closing a stake of 7 shares — an estimated $306 sold.

TCI Wealth Advisors first reported a position in ZG in Q4 2016 and held it in 5 quarters. The position peaked at $9K in Q2 2022. 266 funds tracked by Wall St. Rank hold ZG 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 7 Zillow shares in Q2 2023, an estimated $306.
TCI Wealth Advisors first reported a position in Zillow in Q4 2016 and held it in 5 quarters.
TCI Wealth Advisors's Zillow position peaked at $9K in Q2 2022.
266 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.