Avitas Wealth Management’s Zoom ZM Stock Holding History

Avitas Wealth 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
2024 Q2	–	Sell	-3,918	Closed	-$256K	–	213
2024 Q1	$256K	Sell	3,918 -33	-0.8%	-$2.2K	0.04%	200
2023 Q4	$284K	Sell	3,951 -22	-0.6%	-$1.46K	0.05%	187
2023 Q3	$278K	Sell	3,973 -128	-3%	-$8.88K	0.05%	189
2023 Q2	$278K	Buy	+4,101	New	+$274K	0.05%	187
2022 Q1	–	Sell	-7,178	Closed	-$1.32M	–	221
2021 Q4	$1.32M	Sell	7,178 -2,384	-25%	-$561K	0.22%	113
2021 Q3	$2.5M	Sell	9,562 -143	-1%	-$48.2K	0.46%	87
2021 Q2	$3.76M	Buy	9,705 +213	+2%	+$70.9K	0.67%	54
2021 Q1	$3.05M	Sell	9,492 -620	-6%	-$228K	0.6%	63
2020 Q4	$3.41M	Sell	10,112 -6	-0.1%	-$2.67K	0.69%	42
2020 Q3	$4.76M	Sell	10,118 -41	-0.4%	-$13.1K	1.33%	15
2020 Q2	$2.58M	Sell	10,159 -4,141	-29%	-$745K	0.86%	35
2020 Q1	$2.09M	Buy	+14,300	New	+$1.41M	0.95%	35

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

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

NMO

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Avitas Wealth Management's ZM Position: Q2 2024 in Review

Avitas Wealth Management sold out of Zoom (ZM) in Q2 2024, closing a stake of 3,918 shares — an estimated $256K sold.

Avitas Wealth Management first reported a position in ZM in Q1 2020 and held it in 12 quarters. The position peaked at $4.76M in Q3 2020. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Avitas Wealth Management reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
Avitas Wealth Management sold 3,918 Zoom shares in Q2 2024, an estimated $256K.
Avitas Wealth Management first reported a position in Zoom in Q1 2020 and held it in 12 quarters.
Avitas Wealth Management's Zoom position peaked at $4.76M in Q3 2020.
657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Avitas Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.