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Atwood & Palmer’s Zoom ZM Stock Holding History

Atwood & Palmer’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
Q4 		– Sell
-5
Closed -$350 – 438
2023
Q3 		$350 Buy
+5
New +$347 ﹤0.01% 391

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atwood & Palmer's ZM Position: Q4 2023 in Review

Atwood & Palmer sold out of Zoom (ZM) in Q4 2023, closing a stake of 5 shares — an estimated $350 sold.

Atwood & Palmer first reported a position in ZM in Q3 2023 and held it in 1 quarter. The position peaked at $350 in Q3 2023. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Atwood & Palmer reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
  • Atwood & Palmer sold 5 Zoom shares in Q4 2023, an estimated $350.
  • Atwood & Palmer first reported a position in Zoom in Q3 2023 and held it in 1 quarter.
  • Atwood & Palmer's Zoom position peaked at $350 in Q3 2023.
  • 698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.