Wealthcare Advisory Partners’s Zillow Z Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-128	Closed	-$17K	–	1919
2021 Q1	$17K	Buy	+128	New	+$19K	﹤0.01%	1274
2020 Q2	–	Sell	-320	Closed	-$12K	–	1400
2020 Q1	$12K	Hold	320	–	–	﹤0.01%	886
2019 Q4	$15K	Hold	320	–	–	﹤0.01%	848
2019 Q3	$10K	Buy	320 +20	+7%	+$797	﹤0.01%	930
2019 Q2	$14K	Hold	300	–	–	﹤0.01%	830
2019 Q1	$10K	Hold	300	–	–	﹤0.01%	826
2018 Q4	$9K	Hold	300	–	–	﹤0.01%	823
2018 Q3	$13K	Hold	300	–	–	﹤0.01%	790
2018 Q2	$18K	Buy	+300	New	+$16.6K	﹤0.01%	704

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wealthcare Advisory Partners's Z Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Zillow (Z) in Q2 2021, closing a stake of 128 shares — an estimated $17K sold.

Wealthcare Advisory Partners first reported a position in Z in Q2 2018 and held it in 9 quarters. The position peaked at $18K in Q2 2018. 528 funds tracked by Wall St. Rank hold Z as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 128 Zillow shares in Q2 2021, an estimated $17K.
Wealthcare Advisory Partners first reported a position in Zillow in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Zillow position peaked at $18K in Q2 2018.
528 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.