Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TL
TrueWealth LLC’s
Zillow
Z
Stock Holding History
TrueWealth LLC’s Portfolio
Z Stock Details
Z Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-22
Closed
-$1K
–
768
2018
Q4
$1K
Hold
22
–
–
﹤0.01%
720
2018
Q3
$1K
Hold
22
–
–
﹤0.01%
804
2018
Q2
$1K
Hold
22
–
–
﹤0.01%
816
2018
Q1
$1K
Hold
22
–
–
﹤0.01%
787
2017
Q4
$1K
Buy
+22
New
+$905
﹤0.01%
896
Other funds holding Z
CIA
Caledonia Investments (Australia)
Sydney NSW, Australia
$3.44B AUM
20.03%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
SIM
SRS Investment Management
New York
$9.47B AUM
60.12%
1-Year Est. Return
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo, Japan
$154B AUM
29.96%
1-Year Est. Return
NAMA
Nikko Asset Management Americas
New York
$7.07B AUM
50.91%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close