AWM
ZSQR

Arista Wealth Management’s Z Squared Inc ZSQR Stock Holding History

Arista Wealth Management’s Portfolio ZSQR Stock Details ZSQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,367
Closed -$8.52K – 69
2024
Q3 		$8.52K Hold
2,367
– – ﹤0.01% 71
2024
Q2 		$13.7K Hold
2,367
– – ﹤0.01% 65
2024
Q1 		$14.1K Buy
+2,367
New +$23.9K 0.01% 35

Other funds holding ZSQR

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MTCM
Mint Tower Capital Management Amsterdam, Netherlands $871M AUM 8.61% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arista Wealth Management's ZSQR Position: Q4 2024 in Review

Arista Wealth Management sold out of Z Squared Inc (ZSQR) in Q4 2024, closing a stake of 2,367 shares — an estimated $8.52K sold.

Arista Wealth Management first reported a position in ZSQR in Q1 2024 and held it in 3 quarters. The position peaked at $14.1K in Q1 2024. 7 funds tracked by Wall St. Rank hold ZSQR as of Q4 2024.

  • Arista Wealth Management reported no remaining Z Squared Inc position as of Q4 2024 after selling out during the quarter.
  • Arista Wealth Management sold 2,367 Z Squared Inc shares in Q4 2024, an estimated $8.52K.
  • Arista Wealth Management first reported a position in Z Squared Inc in Q1 2024 and held it in 3 quarters.
  • Arista Wealth Management's Z Squared Inc position peaked at $14.1K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Z Squared Inc as of Q4 2024.

Based on Arista Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.