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Congress Wealth Management’s ZipRecruiter ZIP Stock Holding History

Congress Wealth Management’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-29,459
Closed -$677K – 626
2022
Q1 		$677K Hold
29,459
– – 0.01% 403
2021
Q4 		$735K Buy
+29,459
New +$808K 0.01% 410

Other funds holding ZIP

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Congress Wealth Management's ZIP Position: Q2 2022 in Review

Congress Wealth Management sold out of ZipRecruiter (ZIP) in Q2 2022, closing a stake of 29,459 shares — an estimated $677K sold.

Congress Wealth Management first reported a position in ZIP in Q4 2021 and held it in 2 quarters. The position peaked at $735K in Q4 2021. 133 funds tracked by Wall St. Rank hold ZIP as of Q2 2022.

  • Congress Wealth Management reported no remaining ZipRecruiter position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 29,459 ZipRecruiter shares in Q2 2022, an estimated $677K.
  • Congress Wealth Management first reported a position in ZipRecruiter in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's ZipRecruiter position peaked at $735K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held ZipRecruiter as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.