Legacy Financial Advisors’s Ziff Davis ZD Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-54	Closed	-$4K	–	932
2019 Q1	$4K	Hold	54	–	–	﹤0.01%	831
2018 Q4	$3K	Hold	54	–	–	﹤0.01%	818
2018 Q3	$3K	Hold	54	–	–	﹤0.01%	781
2018 Q2	$4K	Hold	54	–	–	﹤0.01%	754
2018 Q1	$3K	Hold	54	–	–	﹤0.01%	729
2017 Q4	$3K	Buy	+54	New	+$3.52K	﹤0.01%	713

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

ACH

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Legacy Financial Advisors's ZD Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Ziff Davis (ZD) in Q2 2019, closing a stake of 54 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in ZD in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 327 funds tracked by Wall St. Rank hold ZD as of Q2 2019.

Legacy Financial Advisors reported no remaining Ziff Davis position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 54 Ziff Davis shares in Q2 2019, an estimated $4K.
Legacy Financial Advisors first reported a position in Ziff Davis in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Ziff Davis position peaked at $4K in Q1 2019.
327 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.