Arkadios Wealth Advisors’s Ziff Davis ZD Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-46	Closed	-$5K	–	1824
2021 Q3	$5K	Hold	46	–	–	﹤0.01%	1622
2021 Q2	$5K	Buy	46 +11	+31%	+$1.21K	﹤0.01%	1746
2021 Q1	$3K	Buy	+35	New	+$3.29K	﹤0.01%	1490
2020 Q2	–	Sell	-75	Closed	-$4.87K	–	1166
2020 Q1	$4.87K	Hold	75	–	–	﹤0.01%	789
2019 Q4	$6.35K	Buy	+75	New	+$6.2K	﹤0.01%	670

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arkadios Wealth Advisors's ZD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Ziff Davis (ZD) in Q4 2021, closing a stake of 46 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in ZD in Q4 2019 and held it in 5 quarters. The position peaked at $6.35K in Q4 2019. 318 funds tracked by Wall St. Rank hold ZD as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Ziff Davis position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 46 Ziff Davis shares in Q4 2021, an estimated $5K.
Arkadios Wealth Advisors first reported a position in Ziff Davis in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's Ziff Davis position peaked at $6.35K in Q4 2019.
318 funds tracked by Wall St. Rank held Ziff Davis as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.