RWM
PZN

Ritholtz Wealth Management’s Pzena Investment Management, Inc. Class A PZN Stock Holding History

Ritholtz Wealth Management’s Portfolio PZN Stock Details PZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,897
Closed -$113K – 764
2022
Q3 		$113K Buy
11,897
+13
+0.1% +$114 0.01% 684
2022
Q2 		$78K Buy
11,884
+162
+1% +$1.1K ﹤0.01% 529
2022
Q1 		$94K Sell
11,722
-3,777
-24% -$34.4K 0.01% 533
2021
Q4 		$147K Sell
15,499
-2,110
-12% -$21.9K 0.01% 516
2021
Q3 		$173K Buy
17,609
+1,691
+11% +$18.1K 0.01% 478
2021
Q2 		$175K Buy
15,918
+3,753
+31% +$41.4K 0.01% 471
2021
Q1 		$128K Buy
+12,165
New +$114K 0.01% 423

Ritholtz Wealth Management's PZN Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Pzena Investment Management, Inc. Class A (PZN) in Q4 2022, closing a stake of 11,897 shares — an estimated $113K sold.

Ritholtz Wealth Management first reported a position in PZN in Q1 2021 and held it in 7 quarters. The position peaked at $175K in Q2 2021. 0 funds tracked by Wall St. Rank hold PZN as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Pzena Investment Management, Inc. Class A position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,897 Pzena Investment Management, Inc. Class A shares in Q4 2022, an estimated $113K.
  • Ritholtz Wealth Management first reported a position in Pzena Investment Management, Inc. Class A in Q1 2021 and held it in 7 quarters.
  • Ritholtz Wealth Management's Pzena Investment Management, Inc. Class A position peaked at $175K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Pzena Investment Management, Inc. Class A as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.