TFO Wealth Partners’s Ziff Davis ZD Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-3	Closed	-$202	–	932
2023 Q4	$202	Hold	3	–	–	﹤0.01%	644
2023 Q3	$210	Buy	+3	New	+$206	﹤0.01%	781

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

TFO Wealth Partners's ZD Position: Q1 2024 in Review

TFO Wealth Partners sold out of Ziff Davis (ZD) in Q1 2024, closing a stake of 3 shares — an estimated $202 sold.

TFO Wealth Partners first reported a position in ZD in Q3 2023 and held it in 2 quarters. The position peaked at $210 in Q3 2023. 275 funds tracked by Wall St. Rank hold ZD as of Q1 2024.

TFO Wealth Partners reported no remaining Ziff Davis position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 Ziff Davis shares in Q1 2024, an estimated $202.
TFO Wealth Partners first reported a position in Ziff Davis in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Ziff Davis position peaked at $210 in Q3 2023.
275 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.