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Atria Investments’s Zeta Global ZETA Stock Holding History

Atria Investments’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,016
Closed -$358K – 2007
2024
Q3 		$358K Buy
+12,016
New +$283K ﹤0.01% 1517

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GC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Atria Investments's ZETA Position: Q4 2024 in Review

Atria Investments sold out of Zeta Global (ZETA) in Q4 2024, closing a stake of 12,016 shares — an estimated $358K sold.

Atria Investments first reported a position in ZETA in Q3 2024 and held it in 1 quarter. The position peaked at $358K in Q3 2024. 309 funds tracked by Wall St. Rank hold ZETA as of Q4 2024.

  • Atria Investments reported no remaining Zeta Global position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 12,016 Zeta Global shares in Q4 2024, an estimated $358K.
  • Atria Investments first reported a position in Zeta Global in Q3 2024 and held it in 1 quarter.
  • Atria Investments's Zeta Global position peaked at $358K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Zeta Global as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.