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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
-3,400
Closed -$168K – 663
2022
Q1 		$168K Buy
3,400
+800
+31% +$43K 0.01% 555
2021
Q4 		$166K Buy
+2,600
New +$187K 0.01% 536
2021
Q2 		– Sell
-800
Closed -$104K – 1875
2021
Q1 		$104K Buy
+800
New +$119K ﹤0.01% 607

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 $5.72T 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

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. 391 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.
  • 391 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.