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Spire Wealth Management’s Ziff Davis ZD Stock Holding History

Spire Wealth Management’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
2023
Q2 		– Sell
-52
Closed -$4.06K – 2548
2023
Q1 		$4.06K Buy
52
+8
+18% +$656 ﹤0.01% 2085
2022
Q4 		$3K Buy
+44
New +$3.54K ﹤0.01% 2002
2022
Q1 		– Sell
-152
Closed -$17K – 2919
2021
Q4 		$17K Buy
+152
New +$18K ﹤0.01% 2186

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Spire Wealth Management's ZD Position: Q2 2023 in Review

Spire Wealth Management sold out of Ziff Davis (ZD) in Q2 2023, closing a stake of 52 shares — an estimated $4.06K sold.

Spire Wealth Management first reported a position in ZD in Q4 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 249 funds tracked by Wall St. Rank hold ZD as of Q2 2023.

  • Spire Wealth Management reported no remaining Ziff Davis position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 52 Ziff Davis shares in Q2 2023, an estimated $4.06K.
  • Spire Wealth Management first reported a position in Ziff Davis in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's Ziff Davis position peaked at $17K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.