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Financial Gravity Asset Management’s Zeta Global ZETA Stock Holding History

Financial Gravity Asset Management’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$361 – 1699
2022
Q4 		$361 Buy
+8
New +$65 ﹤0.01% 843

Other funds holding ZETA

GC
GPI Capital New York $287M AUM 42.76% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Financial Gravity Asset Management's ZETA Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Zeta Global (ZETA) in Q1 2023, closing a stake of 8 shares — an estimated $361 sold.

Financial Gravity Asset Management first reported a position in ZETA in Q4 2022 and held it in 1 quarter. The position peaked at $361 in Q4 2022. 160 funds tracked by Wall St. Rank hold ZETA as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Zeta Global position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 8 Zeta Global shares in Q1 2023, an estimated $361.
  • Financial Gravity Asset Management first reported a position in Zeta Global in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Zeta Global position peaked at $361 in Q4 2022.
  • 160 funds tracked by Wall St. Rank held Zeta Global as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.