WIM
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WealthPlan Investment Management’s Zillow Z Stock Holding History

WealthPlan Investment Management’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
2023
Q4 		– Sell
-5,686
Closed -$262K – 199
2023
Q3 		$262K Buy
5,686
+4,202
+283% +$216K 0.05% 150
2023
Q2 		$74.6K Sell
1,484
-2,115
-59% -$97.3K 0.02% 172
2023
Q1 		$160K Buy
+3,599
New +$153K 0.03% 169

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

WealthPlan Investment Management's Z Position: Q4 2023 in Review

WealthPlan Investment Management sold out of Zillow (Z) in Q4 2023, closing a stake of 5,686 shares — an estimated $262K sold.

WealthPlan Investment Management first reported a position in Z in Q1 2023 and held it in 3 quarters. The position peaked at $262K in Q3 2023. 444 funds tracked by Wall St. Rank hold Z as of Q4 2023.

  • WealthPlan Investment Management reported no remaining Zillow position as of Q4 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,686 Zillow shares in Q4 2023, an estimated $262K.
  • WealthPlan Investment Management first reported a position in Zillow in Q1 2023 and held it in 3 quarters.
  • WealthPlan Investment Management's Zillow position peaked at $262K in Q3 2023.
  • 444 funds tracked by Wall St. Rank held Zillow as of Q4 2023.

Based on WealthPlan Investment Management's 13F filing for Q4 2023, filed 5 Jan 2024.