AAM
ZM icon

Advisors Asset Management’s Zoom ZM Stock Holding History

Advisors Asset Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-303
Closed -$20.6K – 1461
2023
Q2 		$20.6K Sell
303
-519
-63% -$34.7K ﹤0.01% 1367
2023
Q1 		$60.7K Sell
822
-473
-37% -$34.1K ﹤0.01% 1281
2022
Q4 		$87.7K Sell
1,295
-344
-21% -$26.1K ﹤0.01% 1264
2022
Q3 		$121K Sell
1,639
-391
-19% -$37.2K ﹤0.01% 1232
2022
Q2 		$219K Sell
2,030
-544
-21% -$57.4K ﹤0.01% 1149
2022
Q1 		$302K Sell
2,574
-62
-2% -$8.43K ﹤0.01% 1134
2021
Q4 		$485K Buy
2,636
+463
+21% +$109K 0.01% 1014
2021
Q3 		$568K Buy
2,173
+286
+15% +$96.4K 0.01% 963
2021
Q2 		$730K Buy
1,887
+653
+53% +$217K 0.01% 918
2021
Q1 		$396K Buy
1,234
+1,001
+430% +$368K 0.01% 1064
2020
Q4 		$79K Buy
+233
New +$104K ﹤0.01% 1391

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisors Asset Management's ZM Position: Q3 2023 in Review

Advisors Asset Management sold out of Zoom (ZM) in Q3 2023, closing a stake of 303 shares — an estimated $20.6K sold.

Advisors Asset Management first reported a position in ZM in Q4 2020 and held it in 11 quarters. The position peaked at $730K in Q2 2021. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

  • Advisors Asset Management reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
  • Advisors Asset Management sold 303 Zoom shares in Q3 2023, an estimated $20.6K.
  • Advisors Asset Management first reported a position in Zoom in Q4 2020 and held it in 11 quarters.
  • Advisors Asset Management's Zoom position peaked at $730K in Q2 2021.
  • 644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Advisors Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.