AWM
ZD icon

AE Wealth Management’s Ziff Davis ZD Stock Holding History

AE 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
2025
Q2 		– Sell
-5,852
Closed -$220K – 2280
2025
Q1 		$220K Sell
5,852
-594
-9% -$28.5K ﹤0.01% 1232
2024
Q4 		$350K Buy
+6,446
New +$338K ﹤0.01% 1031
2021
Q1 		– Sell
-9,008
Closed -$765K – 1581
2020
Q4 		$765K Buy
+9,008
New +$652K 0.01% 803
2020
Q2 		– Sell
-6,600
Closed -$430K – 1354
2020
Q1 		$430K Buy
+6,600
New +$515K 0.01% 732

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Janus Henderson Group
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Dimensional Fund Advisors
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ACH
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State Street
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CU
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return