V
ZETA icon

Veritable’s Zeta Global ZETA Stock Holding History

Veritable’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-28,772
Closed -$246K – 866
2023
Q2 		$246K Hold
28,772
– – ﹤0.01% 768
2023
Q1 		$312K Sell
28,772
-28,770
-50% -$277K 0.01% 674
2022
Q4 		$470K Sell
57,542
-57,542
-50% -$466K 0.01% 543
2022
Q3 		$761K Buy
+115,084
New +$711K 0.01% 413

Other funds holding ZETA

GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $549M AUM 66.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return