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Waterfront Wealth’s Zillow Z Stock Holding History

Waterfront Wealth’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
Q3 		– Sell
-6,475
Closed -$206K – 250
2022
Q2 		$206K Sell
6,475
-225
-3% -$9.04K 0.08% 219
2022
Q1 		$325K Buy
6,700
+2,165
+48% +$116K 0.12% 174
2021
Q4 		$290K Buy
+4,535
New +$327K 0.11% 176

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waterfront Wealth's Z Position: Q3 2022 in Review

Waterfront Wealth sold out of Zillow (Z) in Q3 2022, closing a stake of 6,475 shares — an estimated $206K sold.

Waterfront Wealth first reported a position in Z in Q4 2021 and held it in 3 quarters. The position peaked at $325K in Q1 2022. 386 funds tracked by Wall St. Rank hold Z as of Q3 2022.

  • Waterfront Wealth reported no remaining Zillow position as of Q3 2022 after selling out during the quarter.
  • Waterfront Wealth sold 6,475 Zillow shares in Q3 2022, an estimated $206K.
  • Waterfront Wealth first reported a position in Zillow in Q4 2021 and held it in 3 quarters.
  • Waterfront Wealth's Zillow position peaked at $325K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Zillow as of Q3 2022.

Based on Waterfront Wealth's 13F filing for Q3 2022, filed 2 Nov 2022.