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	–	80
2015 Q4	$836K	Sell	11,679 -1,009	-8%	-$68.5K	0.62%	41
2015 Q3	$782K	Sell	12,688 -793	-6%	-$48K	0.63%	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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Juncture Wealth Strategies's ZD Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of Ziff Davis (ZD) in Q1 2022, closing a stake of 4,575 shares — an estimated $507K sold.

Juncture Wealth Strategies first reported a position in ZD in Q4 2014 and held it in 7 quarters. The position peaked at $1.75M in Q4 2014. 295 funds tracked by Wall St. Rank hold ZD as of Q1 2022.

Juncture Wealth Strategies reported no remaining Ziff Davis position as of Q1 2022 after selling out during the quarter.
Juncture Wealth Strategies sold 4,575 Ziff Davis shares in Q1 2022, an estimated $507K.
Juncture Wealth Strategies first reported a position in Ziff Davis in Q4 2014 and held it in 7 quarters.
Juncture Wealth Strategies's Ziff Davis position peaked at $1.75M in Q4 2014.
295 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.