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Etesian Wealth Advisors’s Ziff Davis ZD Stock Holding History

Etesian Wealth Advisors’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,647
Closed -$293K – 118
2024
Q1 		$293K Sell
4,647
-1,109
-19% -$73.7K 0.17% 101
2023
Q4 		$394K Sell
5,756
-746
-11% -$47.3K 0.24% 92
2023
Q3 		$414K Sell
6,502
-1,574
-19% -$108K 0.28% 89
2023
Q2 		$566K Sell
8,076
-524
-6% -$35.9K 0.37% 82
2023
Q1 		$671K Hold
8,600
– – 0.45% 71
2022
Q4 		$680K Buy
+8,600
New +$692K 0.5% 69

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Etesian Wealth Advisors's ZD Position: Q2 2024 in Review

Etesian Wealth Advisors sold out of Ziff Davis (ZD) in Q2 2024, closing a stake of 4,647 shares — an estimated $293K sold.

Etesian Wealth Advisors first reported a position in ZD in Q4 2022 and held it in 6 quarters. The position peaked at $680K in Q4 2022. 260 funds tracked by Wall St. Rank hold ZD as of Q2 2024.

  • Etesian Wealth Advisors reported no remaining Ziff Davis position as of Q2 2024 after selling out during the quarter.
  • Etesian Wealth Advisors sold 4,647 Ziff Davis shares in Q2 2024, an estimated $293K.
  • Etesian Wealth Advisors first reported a position in Ziff Davis in Q4 2022 and held it in 6 quarters.
  • Etesian Wealth Advisors's Ziff Davis position peaked at $680K in Q4 2022.
  • 260 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2024.

Based on Etesian Wealth Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.