FWM
ZH

Focused Wealth Management’s Zhihu ZH Stock Holding History

Focused Wealth Management’s Portfolio ZH Stock Details ZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,667
Closed -$15K – 274
2024
Q1 		$15K Hold
3,667
– – ﹤0.01% 202
2023
Q4 		$20.6K Hold
3,667
– – ﹤0.01% 435
2023
Q3 		$22.9K Hold
3,667
– – ﹤0.01% 408
2023
Q2 		$24.9K Hold
3,667
– – ﹤0.01% 400
2023
Q1 		$27.9K Buy
+3,667
New +$34K 0.01% 386

Other funds holding ZH

MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's ZH Position: Q2 2024 in Review

Focused Wealth Management sold out of Zhihu (ZH) in Q2 2024, closing a stake of 3,667 shares — an estimated $15K sold.

Focused Wealth Management first reported a position in ZH in Q1 2023 and held it in 5 quarters. The position peaked at $27.9K in Q1 2023. 37 funds tracked by Wall St. Rank hold ZH as of Q2 2024.

  • Focused Wealth Management reported no remaining Zhihu position as of Q2 2024 after selling out during the quarter.
  • Focused Wealth Management sold 3,667 Zhihu shares in Q2 2024, an estimated $15K.
  • Focused Wealth Management first reported a position in Zhihu in Q1 2023 and held it in 5 quarters.
  • Focused Wealth Management's Zhihu position peaked at $27.9K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Zhihu as of Q2 2024.

Based on Focused Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.