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Clear Point Advisors’s Zeta Global ZETA Stock Holding History

Clear Point 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
-50
Closed -$1.49K – 554
2024
Q3 		$1.49K Hold
50
– – ﹤0.01% 461
2024
Q2 		$883 Hold
50
– – ﹤0.01% 474
2024
Q1 		$547 Hold
50
– – ﹤0.01% 495
2023
Q4 		$441 Buy
+50
New +$420 ﹤0.01% 490

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
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

Clear Point Advisors's ZETA Position: Q4 2024 in Review

Clear Point Advisors sold out of Zeta Global (ZETA) in Q4 2024, closing a stake of 50 shares — an estimated $1.49K sold.

Clear Point Advisors first reported a position in ZETA in Q4 2023 and held it in 4 quarters. The position peaked at $1.49K in Q3 2024. 309 funds tracked by Wall St. Rank hold ZETA as of Q4 2024.

  • Clear Point Advisors reported no remaining Zeta Global position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 50 Zeta Global shares in Q4 2024, an estimated $1.49K.
  • Clear Point Advisors first reported a position in Zeta Global in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Zeta Global position peaked at $1.49K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Zeta Global as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.