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Opal Wealth Advisors’s Ziff Davis ZD Stock Holding History

Opal Wealth 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
2024
Q2 		– Sell
-15
Closed -$946 – 1274
2024
Q1 		$946 Buy
+15
New +$996 ﹤0.01% 311

Other funds holding ZD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opal Wealth Advisors's ZD Position: Q2 2024 in Review

Opal Wealth Advisors sold out of Ziff Davis (ZD) in Q2 2024, closing a stake of 15 shares — an estimated $946 sold.

Opal Wealth Advisors first reported a position in ZD in Q1 2024 and held it in 1 quarter. The position peaked at $946 in Q1 2024. 260 funds tracked by Wall St. Rank hold ZD as of Q2 2024.

  • Opal Wealth Advisors reported no remaining Ziff Davis position as of Q2 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 15 Ziff Davis shares in Q2 2024, an estimated $946.
  • Opal Wealth Advisors first reported a position in Ziff Davis in Q1 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Ziff Davis position peaked at $946 in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.