Tradition Wealth Management’s Zillow Z Stock Holding History

Tradition 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
2022 Q2	–	Sell	-420	Closed	-$21K	–	1160
2022 Q1	$21K	Sell	420 -100	-19%	-$5.38K	﹤0.01%	708
2021 Q4	$33K	Sell	520 -321	-38%	-$23.1K	﹤0.01%	632
2021 Q3	$74K	Hold	841	–	–	0.01%	420
2021 Q2	$103K	Buy	841 +737	+709%	+$89.7K	0.02%	385
2021 Q1	$13K	Hold	104	–	–	﹤0.01%	726
2020 Q4	$13K	Buy	+104	New	+$11.5K	﹤0.01%	677

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

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCMV

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

Tradition Wealth Management's Z Position: Q2 2022 in Review

Tradition Wealth Management sold out of Zillow (Z) in Q2 2022, closing a stake of 420 shares — an estimated $21K sold.

Tradition Wealth Management first reported a position in Z in Q4 2020 and held it in 6 quarters. The position peaked at $103K in Q2 2021. 392 funds tracked by Wall St. Rank hold Z as of Q2 2022.

Tradition Wealth Management reported no remaining Zillow position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 420 Zillow shares in Q2 2022, an estimated $21K.
Tradition Wealth Management first reported a position in Zillow in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's Zillow position peaked at $103K in Q2 2021.
392 funds tracked by Wall St. Rank held Zillow as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.