Commonwealth Equity Services
ZSQR

Commonwealth Equity Services’s Z Squared Inc ZSQR Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-500
Closed -$3K – 4083
2024
Q2 		$3K Buy
+500
New +$3.27K ﹤0.01% 4029

Other funds holding ZSQR

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services's ZSQR Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Z Squared Inc (ZSQR) in Q3 2024, closing a stake of 500 shares — an estimated $3K sold.

Commonwealth Equity Services first reported a position in ZSQR in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 15 funds tracked by Wall St. Rank hold ZSQR as of Q3 2024.

  • Commonwealth Equity Services reported no remaining Z Squared Inc position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 500 Z Squared Inc shares in Q3 2024, an estimated $3K.
  • Commonwealth Equity Services first reported a position in Z Squared Inc in Q2 2024 and held it in 1 quarter.
  • Commonwealth Equity Services's Z Squared Inc position peaked at $3K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Z Squared Inc as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.