Cambridge Investment Research Advisors
ZSQR

Cambridge Investment Research Advisors’s Z Squared Inc ZSQR Stock Holding History

Cambridge Investment Research Advisors’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
-2,807
Closed -$10K – 3490
2024
Q3 		$10K Hold
2,807
– – ﹤0.01% 3390
2024
Q2 		$16K Hold
2,807
– – ﹤0.01% 3273
2024
Q1 		$17K Hold
2,807
– – ﹤0.01% 3270
2023
Q4 		$44K Sell
2,807
-500
-15% -$11.1K ﹤0.01% 3108
2023
Q3 		$77K Hold
3,307
– – ﹤0.01% 2998
2023
Q2 		$103K Buy
3,307
+70
+2% +$2.18K ﹤0.01% 2999
2023
Q1 		$93K Buy
3,237
+1,653
+104% +$52.7K ﹤0.01% 2972
2022
Q4 		$48K Buy
+1,584
New +$140K ﹤0.01% 2981

Other funds holding ZSQR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MTCM
Mint Tower Capital Management Amsterdam, Netherlands $1.12B AUM 19.06% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors's ZSQR Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Z Squared Inc (ZSQR) in Q4 2024, closing a stake of 2,807 shares — an estimated $10K sold.

Cambridge Investment Research Advisors first reported a position in ZSQR in Q4 2022 and held it in 8 quarters. The position peaked at $103K in Q2 2023. 7 funds tracked by Wall St. Rank hold ZSQR as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining Z Squared Inc position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,807 Z Squared Inc shares in Q4 2024, an estimated $10K.
  • Cambridge Investment Research Advisors first reported a position in Z Squared Inc in Q4 2022 and held it in 8 quarters.
  • Cambridge Investment Research Advisors's Z Squared Inc position peaked at $103K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Z Squared Inc as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.