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Wealthspire Advisors (Maryland)’s Zillow Z Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-122
Closed -$4K – 2097
2019
Q1 		$4K Sell
122
-50
-29% -$1.78K ﹤0.01% 1942
2018
Q4 		$5K Buy
172
+118
+219% +$4.19K ﹤0.01% 1765
2018
Q3 		$2K Buy
54
+2
+4% +$104 ﹤0.01% 2211
2018
Q2 		$3K Sell
52
-53
-50% -$2.94K ﹤0.01% 2069
2018
Q1 		$6K Buy
105
+56
+114% +$2.7K ﹤0.01% 1770
2017
Q4 		$2K Buy
49
+18
+58% +$740 ﹤0.01% 2184
2017
Q3 		$1K Buy
31
+9
+41% +$380 ﹤0.01% 2163
2017
Q2 		$1K Hold
22
– – ﹤0.01% 2134
2017
Q1 		$1K Buy
+22
New +$784 ﹤0.01% 1856

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Wealthspire Advisors (Maryland)'s Z Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Zillow (Z) in Q2 2019, closing a stake of 122 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in Z in Q1 2017 and held it in 9 quarters. The position peaked at $6K in Q1 2018. 288 funds tracked by Wall St. Rank hold Z as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Zillow position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 122 Zillow shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Zillow in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Zillow position peaked at $6K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Zillow as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.