TCI Wealth Advisors’s Ziff Davis ZD Stock Holding History

TCI 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
2023 Q2	–	Sell	-50	Closed	-$3.9K	–	2297
2023 Q1	$3.9K	Hold	50	–	–	﹤0.01%	1704
2022 Q4	$3.96K	Sell	50 -119	-70%	-$9.57K	﹤0.01%	1686
2022 Q3	$12K	Buy	169 +3	+2%	+$236	﹤0.01%	939
2022 Q2	$12K	Buy	166 +120	+261%	+$9.95K	﹤0.01%	924
2022 Q1	$4K	Hold	46	–	–	﹤0.01%	1812
2021 Q4	$5K	Sell	46 -99	-68%	-$11.7K	﹤0.01%	1738
2021 Q3	$17K	Buy	145 +2	+1%	+$240	﹤0.01%	772
2021 Q2	$17K	Buy	143 +44	+44%	+$4.83K	﹤0.01%	674
2021 Q1	$10K	Buy	99 +46	+87%	+$4.33K	﹤0.01%	875
2020 Q4	$4K	Hold	53	–	–	﹤0.01%	1031
2020 Q3	$3K	Hold	53	–	–	﹤0.01%	1035
2020 Q2	$3K	Sell	53 -11	-17%	-$719	﹤0.01%	985
2020 Q1	$4K	Sell	64 -104	-62%	-$8.12K	﹤0.01%	805
2019 Q4	$14K	Hold	168	–	–	0.01%	642
2019 Q3	$13K	Hold	168	–	–	0.01%	586
2019 Q2	$13K	Hold	168	–	–	0.01%	573
2019 Q1	$13K	Hold	168	–	–	0.01%	583
2018 Q4	$10K	Hold	168	–	–	﹤0.01%	635
2018 Q3	$12K	Hold	168	–	–	0.01%	610
2018 Q2	$13K	Hold	168	–	–	0.01%	597
2018 Q1	$12K	Hold	168	–	–	0.01%	593
2017 Q4	$11K	Hold	168	–	–	﹤0.01%	620
2017 Q3	$11K	Hold	168	–	–	0.01%	582
2017 Q2	$12K	Hold	168	–	–	0.01%	564
2017 Q1	$12K	Hold	168	–	–	0.01%	550
2016 Q4	$12K	Hold	168	–	–	0.01%	597
2016 Q3	$10K	Hold	168	–	–	0.01%	589
2016 Q2	$9K	Hold	168	–	–	0.01%	606
2016 Q1	$9K	Hold	168	–	–	0.01%	616
2015 Q4	$12K	Buy	+168	New	+$11.4K	0.01%	544

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

TCI Wealth Advisors's ZD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ziff Davis (ZD) in Q2 2023, closing a stake of 50 shares — an estimated $3.9K sold.

TCI Wealth Advisors first reported a position in ZD in Q4 2015 and held it in 30 quarters. The position peaked at $17K in Q3 2021. 249 funds tracked by Wall St. Rank hold ZD as of Q2 2023.

TCI Wealth Advisors reported no remaining Ziff Davis position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 50 Ziff Davis shares in Q2 2023, an estimated $3.9K.
TCI Wealth Advisors first reported a position in Ziff Davis in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's Ziff Davis position peaked at $17K in Q3 2021.
249 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.