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IHT Wealth Management’s Ziff Davis ZD Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-518
Closed -$35K – 1406
2018
Q1 		$35K Hold
518
– – 0.01% 795
2017
Q4 		$34K Hold
518
– – 0.01% 823
2017
Q3 		$34K Hold
518
– – 0.01% 628
2017
Q2 		$13K Buy
518
+173
+50% +$12.9K 0.01% 900
2017
Q1 		$24K Buy
+345
New +$25.2K 0.02% 616

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IHT Wealth Management's ZD Position: Q2 2018 in Review

IHT Wealth Management sold out of Ziff Davis (ZD) in Q2 2018, closing a stake of 518 shares — an estimated $35K sold.

IHT Wealth Management first reported a position in ZD in Q1 2017 and held it in 5 quarters. The position peaked at $35K in Q1 2018. 297 funds tracked by Wall St. Rank hold ZD as of Q2 2018.

  • IHT Wealth Management reported no remaining Ziff Davis position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 518 Ziff Davis shares in Q2 2018, an estimated $35K.
  • IHT Wealth Management first reported a position in Ziff Davis in Q1 2017 and held it in 5 quarters.
  • IHT Wealth Management's Ziff Davis position peaked at $35K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.