Guidance Point Advisors’s Zeta Global ZETA Stock Holding History

Guidance Point Advisors’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
2021 Q4	–	Sell	-610	Closed	-$3K	–	425
2021 Q3	$3K	Buy	+610	New	+$3.89K	﹤0.01%	384

Other funds holding ZETA

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Apogem Capital New York $303K AUM 46.01% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FFM

Forager Funds Management Sydney, Australia $61.3M AUM 30.64% 1-Year Est. Return

Guidance Point Advisors's ZETA Position: Q4 2021 in Review

Guidance Point Advisors sold out of Zeta Global (ZETA) in Q4 2021, closing a stake of 610 shares — an estimated $3K sold.

Guidance Point Advisors first reported a position in ZETA in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 65 funds tracked by Wall St. Rank hold ZETA as of Q4 2021.

Guidance Point Advisors reported no remaining Zeta Global position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 610 Zeta Global shares in Q4 2021, an estimated $3K.
Guidance Point Advisors first reported a position in Zeta Global in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Zeta Global position peaked at $3K in Q3 2021.
65 funds tracked by Wall St. Rank held Zeta Global as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.