Valeo Financial Advisors’s Zillow Z Stock Holding History

Valeo Financial 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
2022 Q2	–	Sell	-1,257	Closed	-$62K	–	664
2022 Q1	$62K	Buy	1,257 +724	+136%	+$38.9K	﹤0.01%	591
2021 Q4	$34K	Buy	+533	New	+$38.4K	﹤0.01%	576
2021 Q2	–	Sell	-64	Closed	-$8K	–	1882
2021 Q1	$8K	Buy	64 +59	+1,180%	+$8.75K	﹤0.01%	1431
2020 Q4	$1K	Buy	+5	New	+$553	﹤0.01%	1629
2018 Q4	–	Sell	-11	Closed	–	–	1758
2018 Q3	$0	Sell	11 -159	-94%	-$8.29K	﹤0.01%	1880
2018 Q2	$8K	Sell	170 -19	-10%	-$1.05K	﹤0.01%	1029
2018 Q1	$10K	Hold	189	–	–	﹤0.01%	932
2017 Q4	$8K	Hold	189	–	–	﹤0.01%	887
2017 Q3	$8K	Buy	+189	New	+$7.98K	﹤0.01%	770

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return