WealthShield Partners’s Zillow Z Stock Holding History

WealthShield 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 Q3	–	Sell	-1,120	Closed	-$137K	–	768
2021 Q2	$137K	Buy	+1,120	New	+$136K	0.02%	316

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

AIM

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

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

BlackRock New York $6.73T AUM 46.02% 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

SIM

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

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

WealthShield Partners's Z Position: Q3 2021 in Review

WealthShield Partners sold out of Zillow (Z) in Q3 2021, closing a stake of 1,120 shares — an estimated $137K sold.

WealthShield Partners first reported a position in Z in Q2 2021 and held it in 1 quarter. The position peaked at $137K in Q2 2021. 501 funds tracked by Wall St. Rank hold Z as of Q3 2021.

WealthShield Partners reported no remaining Zillow position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,120 Zillow shares in Q3 2021, an estimated $137K.
WealthShield Partners first reported a position in Zillow in Q2 2021 and held it in 1 quarter.
WealthShield Partners's Zillow position peaked at $137K in Q2 2021.
501 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.