Western Wealth Management’s Zillow Z Stock Holding History

Western Wealth 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
2021 Q2	$397K	Buy	3,272 +1,036	+46%	+$126K	0.04%	419
2021 Q1	$290K	Buy	+2,236	New	+$332K	0.04%	410

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 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 $7.07B AUM 50.91% 1-Year Est. Return

Western Wealth Management's Z Position: Q2 2021 in Review

Western Wealth Management increased its Zillow (Z) stake by 46% in Q2 2021, buying an estimated $126K and bringing the position to 3,272 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #419.

Western Wealth Management first reported a position in Z in Q1 2021 and has held it in 2 quarters since. 528 funds tracked by Wall St. Rank hold Z as of Q2 2021.

Western Wealth Management held 3,272 shares of Zillow worth $397K as of Q2 2021.
Western Wealth Management bought 1,036 Zillow shares in Q2 2021, an estimated $126K.
Zillow made up 0.04% of Western Wealth Management's portfolio in Q2 2021, its #419 holding.
Western Wealth Management first reported a position in Zillow in Q1 2021 and has held it in 2 quarters since.
528 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.