JWS
ZD icon

Juncture Wealth Strategies’s Ziff Davis ZD Stock Holding History

Juncture Wealth Strategies’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
2022
Q1 		– Sell
-4,575
Closed -$507K – 137
2021
Q4 		$507K Buy
4,575
+561
+14% +$66.5K 0.24% 80
2021
Q3 		$477K Buy
+4,014
New +$482K 0.25% 72
2016
Q1 		– Sell
-11,679
Closed -$836K – 81
2015
Q4 		$836K Sell
11,679
-1,009
-8% -$68.5K 0.64% 41
2015
Q3 		$782K Sell
12,688
-793
-6% -$48K 0.64% 40
2015
Q2 		$796K Sell
13,481
-1,444
-10% -$85.4K 0.65% 34
2015
Q1 		$852K Sell
14,925
-17,618
-54% -$981K 0.7% 33
2014
Q4 		$1.75M Buy
+32,543
New +$1.57M 0.84% 31

Other funds holding ZD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return