Arete Wealth Advisors’s Zoom ZM Stock Holding History

Arete Wealth Advisors’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	-3,226	Closed	-$232K	–	760
2023 Q4	$232K	Buy	+3,226	New	+$213K	0.02%	624

Other funds holding ZM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Arete Wealth Advisors's ZM Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Zoom (ZM) in Q1 2024, closing a stake of 3,226 shares — an estimated $232K sold.

Arete Wealth Advisors first reported a position in ZM in Q4 2023 and held it in 1 quarter. The position peaked at $232K in Q4 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Arete Wealth Advisors reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 3,226 Zoom shares in Q1 2024, an estimated $232K.
Arete Wealth Advisors first reported a position in Zoom in Q4 2023 and held it in 1 quarter.
Arete Wealth Advisors's Zoom position peaked at $232K in Q4 2023.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.