GFPC
ZIXI

Global Financial Private Client’s Zix Corporation ZIXI Stock Holding History

Global Financial Private Client’s Portfolio ZIXI Stock Details ZIXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-50
Closed -$351 – 528
2020
Q2 		$351 Hold
50
– – ﹤0.01% 499
2020
Q1 		$191 Hold
50
– – ﹤0.01% 521
2019
Q4 		$339 Buy
+50
New +$346 ﹤0.01% 533

Other funds holding ZIXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Global Financial Private Client's ZIXI Position: Q3 2020 in Review

Global Financial Private Client sold out of Zix Corporation (ZIXI) in Q3 2020, closing a stake of 50 shares — an estimated $351 sold.

Global Financial Private Client first reported a position in ZIXI in Q4 2019 and held it in 3 quarters. The position peaked at $351 in Q2 2020. 127 funds tracked by Wall St. Rank hold ZIXI as of Q3 2020.

  • Global Financial Private Client reported no remaining Zix Corporation position as of Q3 2020 after selling out during the quarter.
  • Global Financial Private Client sold 50 Zix Corporation shares in Q3 2020, an estimated $351.
  • Global Financial Private Client first reported a position in Zix Corporation in Q4 2019 and held it in 3 quarters.
  • Global Financial Private Client's Zix Corporation position peaked at $351 in Q2 2020.
  • 127 funds tracked by Wall St. Rank held Zix Corporation as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.