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Avior Wealth Management’s Ziff Davis ZD Stock Holding History

Avior 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
2024
Q2 		– Sell
-9
Closed -$567 – 3770
2024
Q1 		$567 Buy
+9
New +$598 ﹤0.01% 2539

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ACH
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's ZD Position: Q2 2024 in Review

Avior Wealth Management sold out of Ziff Davis (ZD) in Q2 2024, closing a stake of 9 shares — an estimated $567 sold.

Avior Wealth Management first reported a position in ZD in Q1 2024 and held it in 1 quarter. The position peaked at $567 in Q1 2024. 260 funds tracked by Wall St. Rank hold ZD as of Q2 2024.

  • Avior Wealth Management reported no remaining Ziff Davis position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Ziff Davis shares in Q2 2024, an estimated $567.
  • Avior Wealth Management first reported a position in Ziff Davis in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Ziff Davis position peaked at $567 in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.