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Capital Performance Advisors’s Zeta Global ZETA Stock Holding History

Capital Performance Advisors’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
-151
Closed -$4.5K – 2762
2024
Q3 		$4.5K Buy
+151
New +$3.55K ﹤0.01% 1158

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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

Capital Performance Advisors's ZETA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Zeta Global (ZETA) in Q4 2024, closing a stake of 151 shares — an estimated $4.5K sold.

Capital Performance Advisors first reported a position in ZETA in Q3 2024 and held it in 1 quarter. The position peaked at $4.5K in Q3 2024. 309 funds tracked by Wall St. Rank hold ZETA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Zeta Global position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 151 Zeta Global shares in Q4 2024, an estimated $4.5K.
  • Capital Performance Advisors first reported a position in Zeta Global in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Zeta Global position peaked at $4.5K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Zeta Global as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.