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Evoke Wealth’s Ziff Davis ZD Stock Holding History

Evoke Wealth’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
2022
Q1 		– Sell
-30
Closed -$3K – 1265
2021
Q4 		$3K Sell
30
-5
-14% -$593 ﹤0.01% 1011
2021
Q3 		$4K Hold
35
– – ﹤0.01% 916
2021
Q2 		$4K Hold
35
– – ﹤0.01% 954
2021
Q1 		$4K Buy
+35
New +$3.29K ﹤0.01% 914
2019
Q4 		– Sell
-315
Closed -$24.9K – 1499
2019
Q3 		$24.9K Buy
+315
New +$23.9K ﹤0.01% 604

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evoke Wealth's ZD Position: Q1 2022 in Review

Evoke Wealth sold out of Ziff Davis (ZD) in Q1 2022, closing a stake of 30 shares — an estimated $3K sold.

Evoke Wealth first reported a position in ZD in Q3 2019 and held it in 5 quarters. The position peaked at $24.9K in Q3 2019. 295 funds tracked by Wall St. Rank hold ZD as of Q1 2022.

  • Evoke Wealth reported no remaining Ziff Davis position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 30 Ziff Davis shares in Q1 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Ziff Davis in Q3 2019 and held it in 5 quarters.
  • Evoke Wealth's Ziff Davis position peaked at $24.9K in Q3 2019.
  • 295 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.