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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 – 1876
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 – – 1754
2018
Q3 		$0 Sell
11
-159
-94% -$8.29K ﹤0.01% 1877
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

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 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 $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Morgan Stanley
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

Valeo Financial Advisors's Z Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Zillow (Z) in Q2 2022, closing a stake of 1,257 shares — an estimated $62K sold.

Valeo Financial Advisors first reported a position in Z in Q3 2017 and held it in 9 quarters. The position peaked at $62K in Q1 2022. 392 funds tracked by Wall St. Rank hold Z as of Q2 2022.

  • Valeo Financial Advisors reported no remaining Zillow position as of Q2 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,257 Zillow shares in Q2 2022, an estimated $62K.
  • Valeo Financial Advisors first reported a position in Zillow in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's Zillow position peaked at $62K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held Zillow as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.