Wealth Alliance’s Zillow Z Stock Holding History

Wealth Alliance’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
2021 Q1	–	Sell	-2,134	Closed	-$277K	–	414
2020 Q4	$277K	Buy	2,134 +84	+4%	+$9.29K	0.08%	299
2020 Q3	$208K	Buy	+2,050	New	+$160K	0.07%	303

Other funds holding Z

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Wealth Alliance's Z Position: Q1 2021 in Review

Wealth Alliance sold out of Zillow (Z) in Q1 2021, closing a stake of 2,134 shares — an estimated $277K sold.

Wealth Alliance first reported a position in Z in Q3 2020 and held it in 2 quarters. The position peaked at $277K in Q4 2020. 529 funds tracked by Wall St. Rank hold Z as of Q1 2021.

Wealth Alliance reported no remaining Zillow position as of Q1 2021 after selling out during the quarter.
Wealth Alliance sold 2,134 Zillow shares in Q1 2021, an estimated $277K.
Wealth Alliance first reported a position in Zillow in Q3 2020 and held it in 2 quarters.
Wealth Alliance's Zillow position peaked at $277K in Q4 2020.
529 funds tracked by Wall St. Rank held Zillow as of Q1 2021.

Based on Wealth Alliance's 13F filing for Q1 2021, filed 18 May 2021.