EWA
ZD icon

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 $5.7T AUM 30.48% 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 $3.76B AUM 21.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return