Aevitas Wealth Management’s Ziff Davis ZD Stock Holding History

Aevitas 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
2019 Q2	–	Sell	-173	Closed	-$12K	–	367
2019 Q1	$12K	Sell	173 -460	-73%	-$31.8K	0.01%	292
2018 Q4	$38K	Hold	633	–	–	0.04%	200
2018 Q3	$46K	Hold	633	–	–	0.04%	206
2018 Q2	$48K	Hold	633	–	–	0.05%	196
2018 Q1	$43K	Hold	633	–	–	0.04%	193
2017 Q4	$41K	Buy	+633	New	+$41.2K	0.04%	200

Other funds holding ZD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Aevitas Wealth Management's ZD Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Ziff Davis (ZD) in Q2 2019, closing a stake of 173 shares — an estimated $12K sold.

Aevitas Wealth Management first reported a position in ZD in Q4 2017 and held it in 6 quarters. The position peaked at $48K in Q2 2018. 327 funds tracked by Wall St. Rank hold ZD as of Q2 2019.

Aevitas Wealth Management reported no remaining Ziff Davis position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 173 Ziff Davis shares in Q2 2019, an estimated $12K.
Aevitas Wealth Management first reported a position in Ziff Davis in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Ziff Davis position peaked at $48K in Q2 2018.
327 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.