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	–	1878
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	–	2182
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	–	1878
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 $2.93B AUM 37.21% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Valeo Financial Advisors's ZG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Zillow (ZG) in Q2 2021, closing a stake of 798 shares — an estimated $105K sold.

Valeo Financial Advisors first reported a position in ZG in Q3 2017 and held it in 10 quarters. The position peaked at $105K in Q1 2021. 343 funds tracked by Wall St. Rank hold ZG as of Q2 2021.

Valeo Financial Advisors reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 798 Zillow shares in Q2 2021, an estimated $105K.
Valeo Financial Advisors first reported a position in Zillow in Q3 2017 and held it in 10 quarters.
Valeo Financial Advisors's Zillow position peaked at $105K in Q1 2021.
343 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.