AWM
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Accel Wealth Management’s Ziff Davis ZD Stock Holding History

Accel Wealth Management’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$624 – 906
2023
Q1 		$624 Hold
8
– – ﹤0.01% 1205
2022
Q4 		$633 Hold
8
– – ﹤0.01% 1005
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1035
2022
Q2 		$1K Hold
8
– – ﹤0.01% 993
2022
Q1 		$1K Hold
8
– – ﹤0.01% 925
2021
Q4 		$1K Buy
+8
New +$948 ﹤0.01% 920
2021
Q3 		– Sell
-9
Closed -$1K – 897
2021
Q2 		$1K Hold
9
– – ﹤0.01% 894
2021
Q1 		$1K Hold
9
– – ﹤0.01% 862
2020
Q4 		$1K Buy
+9
New +$651 ﹤0.01% 826

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Accel Wealth Management's ZD Position: Q2 2023 in Review

Accel Wealth Management sold out of Ziff Davis (ZD) in Q2 2023, closing a stake of 8 shares — an estimated $624 sold.

Accel Wealth Management first reported a position in ZD in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 249 funds tracked by Wall St. Rank hold ZD as of Q2 2023.

  • Accel Wealth Management reported no remaining Ziff Davis position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 8 Ziff Davis shares in Q2 2023, an estimated $624.
  • Accel Wealth Management first reported a position in Ziff Davis in Q4 2020 and held it in 9 quarters.
  • Accel Wealth Management's Ziff Davis position peaked at $1K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.