WAM
ZD icon

Wealthspire Advisors (Maryland)’s Ziff Davis ZD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-574
Closed -$43K – 2537
2018
Q2 		$43K Sell
574
-29
-5% -$2.13K ﹤0.01% 1041
2018
Q1 		$41K Sell
603
-16
-3% -$1.08K ﹤0.01% 1066
2017
Q4 		$40K Sell
619
-316
-34% -$20.6K ﹤0.01% 1102
2017
Q3 		$60K Hold
935
– – 0.01% 902
2017
Q2 		$69K Hold
935
– – 0.01% 833
2017
Q1 		$68K Sell
935
-15
-2% -$1.1K 0.01% 716
2016
Q4 		$68K Sell
950
-14
-1% -$890 0.01% 688
2016
Q3 		$56K Hold
964
– – 0.01% 746
2016
Q2 		$53K Sell
964
-40
-4% -$2.23K 0.01% 722
2016
Q1 		$54K Buy
1,004
+175
+21% +$10.6K 0.01% 685
2015
Q4 		$59K Buy
+829
New +$56.3K 0.01% 673

Other funds holding ZD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return