VFA
ZG icon

Valeo Financial Advisors’s Zillow ZG Stock Holding History

Valeo Financial Advisors’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-798
Closed -$105K – 1884
2021
Q1 		$105K Buy
798
+70
+10% +$10.8K ﹤0.01% 603
2020
Q4 		$99K Buy
+728
New +$82.1K 0.01% 578
2020
Q3 		– Sell
-20
Closed -$1K – 2206
2020
Q2 		$1K Hold
20
– – ﹤0.01% 1986
2020
Q1 		$1K Hold
20
– – ﹤0.01% 1743
2019
Q4 		$1K Hold
20
– – ﹤0.01% 1585
2019
Q3 		$1K Buy
+20
New +$793 ﹤0.01% 1507
2018
Q3 		– Sell
-74
Closed -$4K – 1881
2018
Q2 		$4K Hold
74
– – ﹤0.01% 1217
2018
Q1 		$4K Hold
74
– – ﹤0.01% 1221
2017
Q4 		$3K Hold
74
– – ﹤0.01% 1138
2017
Q3 		$3K Buy
+74
New +$3.13K ﹤0.01% 979

Other funds holding ZG

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM