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Ellevest Inc’s ZipRecruiter ZIP Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-113
Closed -$1.8K – 1681
2023
Q1 		$1.8K Sell
113
-950
-89% -$17.2K ﹤0.01% 1468
2022
Q4 		$17.5K Buy
1,063
+653
+159% +$10.8K ﹤0.01% 886
2022
Q3 		$7K Buy
+410
New +$7.15K ﹤0.01% 1119

Other funds holding ZIP

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Ellevest Inc's ZIP Position: Q2 2023 in Review

Ellevest Inc sold out of ZipRecruiter (ZIP) in Q2 2023, closing a stake of 113 shares — an estimated $1.8K sold.

Ellevest Inc first reported a position in ZIP in Q3 2022 and held it in 3 quarters. The position peaked at $17.5K in Q4 2022. 130 funds tracked by Wall St. Rank hold ZIP as of Q2 2023.

  • Ellevest Inc reported no remaining ZipRecruiter position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 113 ZipRecruiter shares in Q2 2023, an estimated $1.8K.
  • Ellevest Inc first reported a position in ZipRecruiter in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's ZipRecruiter position peaked at $17.5K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held ZipRecruiter as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.