PFGIA
ZIXI

Patriot Financial Group Insurance Agency’s Zix Corporation ZIXI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ZIXI Stock Details ZIXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,500
Closed -$25K – 2309
2021
Q3 		$25K Hold
3,500
– – ﹤0.01% 1124
2021
Q2 		$25K Sell
3,500
-3,000
-46% -$21.7K ﹤0.01% 1101
2021
Q1 		$49K Hold
6,500
– – 0.01% 787
2020
Q4 		$56K Sell
6,500
-250
-4% -$1.77K 0.01% 660
2020
Q3 		$39K Hold
6,750
– – 0.01% 601
2020
Q2 		$47K Buy
6,750
+250
+4% +$1.51K 0.02% 537
2020
Q1 		$28K Buy
6,500
+4,750
+271% +$32K 0.01% 577
2019
Q4 		$12K Buy
1,750
+1,000
+133% +$6.91K ﹤0.01% 805
2019
Q3 		$5K Buy
+750
New +$6.25K ﹤0.01% 963

Other funds holding ZIXI

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ZIXI Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Zix Corporation (ZIXI) in Q4 2021, closing a stake of 3,500 shares — an estimated $25K sold.

Patriot Financial Group Insurance Agency first reported a position in ZIXI in Q3 2019 and held it in 9 quarters. The position peaked at $56K in Q4 2020. 1 fund tracked by Wall St. Rank holds ZIXI as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Zix Corporation position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,500 Zix Corporation shares in Q4 2021, an estimated $25K.
  • Patriot Financial Group Insurance Agency first reported a position in Zix Corporation in Q3 2019 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Zix Corporation position peaked at $56K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Zix Corporation as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.