TWM
Z icon

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 $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return