Avantax Advisory Services’s Ziff Davis ZD Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-5,786	Closed	-$457K	–	850
2019 Q3	$457K	Buy	5,786 +890	+18%	+$67.4K	0.02%	339
2019 Q2	$378K	Buy	4,896 +457	+10%	+$34.5K	0.02%	349
2019 Q1	$334K	Buy	4,439 +305	+7%	+$21.1K	0.02%	337
2018 Q4	$249K	Buy	+4,134	New	+$261K	0.04%	336

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

TCM

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

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

Avantax Advisory Services's ZD Position: Q4 2019 in Review

Avantax Advisory Services sold out of Ziff Davis (ZD) in Q4 2019, closing a stake of 5,786 shares — an estimated $457K sold.

Avantax Advisory Services first reported a position in ZD in Q4 2018 and held it in 4 quarters. The position peaked at $457K in Q3 2019. 316 funds tracked by Wall St. Rank hold ZD as of Q4 2019.

Avantax Advisory Services reported no remaining Ziff Davis position as of Q4 2019 after selling out during the quarter.
Avantax Advisory Services sold 5,786 Ziff Davis shares in Q4 2019, an estimated $457K.
Avantax Advisory Services first reported a position in Ziff Davis in Q4 2018 and held it in 4 quarters.
Avantax Advisory Services's Ziff Davis position peaked at $457K in Q3 2019.
316 funds tracked by Wall St. Rank held Ziff Davis as of Q4 2019.

Based on Avantax Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.