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Financial Synergies Wealth Advisors’s Ziff Davis ZD Stock Holding History

Financial Synergies 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
-13
Closed -$820 – 494
2024
Q1 		$820 Buy
+13
New +$863 ﹤0.01% 425

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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

Financial Synergies Wealth Advisors's ZD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Ziff Davis (ZD) in Q2 2024, closing a stake of 13 shares — an estimated $820 sold.

Financial Synergies Wealth Advisors first reported a position in ZD in Q1 2024 and held it in 1 quarter. The position peaked at $820 in Q1 2024. 260 funds tracked by Wall St. Rank hold ZD as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Ziff Davis position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 13 Ziff Davis shares in Q2 2024, an estimated $820.
  • Financial Synergies Wealth Advisors first reported a position in Ziff Davis in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Ziff Davis position peaked at $820 in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.