Insight Wealth Strategies’s Zeta Global ZETA Stock Holding History

Insight Wealth Strategies’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
2024 Q2	–	Sell	-156,622	Closed	-$1.71M	–	169
2024 Q1	$1.71M	Buy	156,622 +52,061	+50%	+$519K	0.25%	103
2023 Q4	$922K	Buy	+104,561	New	+$877K	0.15%	116

Other funds holding ZETA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Insight Wealth Strategies's ZETA Position: Q2 2024 in Review

Insight Wealth Strategies sold out of Zeta Global (ZETA) in Q2 2024, closing a stake of 156,622 shares — an estimated $1.71M sold.

Insight Wealth Strategies first reported a position in ZETA in Q4 2023 and held it in 2 quarters. The position peaked at $1.71M in Q1 2024. 239 funds tracked by Wall St. Rank hold ZETA as of Q2 2024.

Insight Wealth Strategies reported no remaining Zeta Global position as of Q2 2024 after selling out during the quarter.
Insight Wealth Strategies sold 156,622 Zeta Global shares in Q2 2024, an estimated $1.71M.
Insight Wealth Strategies first reported a position in Zeta Global in Q4 2023 and held it in 2 quarters.
Insight Wealth Strategies's Zeta Global position peaked at $1.71M in Q1 2024.
239 funds tracked by Wall St. Rank held Zeta Global as of Q2 2024.

Based on Insight Wealth Strategies's 13F filing for Q2 2024, filed 8 Jul 2024.