AM Squared’s Zoom ZM Stock Holding History

AM Squared’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
2024 Q1	–	Sell	-1,700	Closed	-$122K	–	66
2023 Q4	$122K	Buy	1,700 +1,300	+325%	+$86K	0.25%	16
2023 Q3	$28K	Buy	+400	New	+$27.8K	0.04%	62
2023 Q2	–	Sell	-5,500	Closed	-$406K	–	167
2023 Q1	$406K	Buy	+5,500	New	+$396K	0.32%	43

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

AM Squared's ZM Position: Q1 2024 in Review

AM Squared sold out of Zoom (ZM) in Q1 2024, closing a stake of 1,700 shares — an estimated $122K sold.

AM Squared first reported a position in ZM in Q1 2023 and held it in 3 quarters. The position peaked at $406K in Q1 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

AM Squared reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
AM Squared sold 1,700 Zoom shares in Q1 2024, an estimated $122K.
AM Squared first reported a position in Zoom in Q1 2023 and held it in 3 quarters.
AM Squared's Zoom position peaked at $406K in Q1 2023.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on AM Squared's 13F filing for Q1 2024, filed 6 May 2024.