WIA
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Wetzel Investment Advisors’s Zillow Z Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-1
Closed -$49 – 921
2024
Q2 		$49 Hold
1
– – ﹤0.01% 935
2024
Q1 		$42 Hold
1
– – ﹤0.01% 1040
2023
Q4 		$0 Buy
+1
New +$44 ﹤0.01% 1054

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Wetzel Investment Advisors's Z Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Zillow (Z) in Q3 2024, closing a stake of 1 share — an estimated $49 sold.

Wetzel Investment Advisors first reported a position in Z in Q4 2023 and held it in 3 quarters. The position peaked at $49 in Q2 2024. 455 funds tracked by Wall St. Rank hold Z as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Zillow position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1 Zillow share in Q3 2024, an estimated $49.
  • Wetzel Investment Advisors first reported a position in Zillow in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Zillow position peaked at $49 in Q2 2024.
  • 455 funds tracked by Wall St. Rank held Zillow as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.