Axiom Advisory’s Zoom ZM Stock Holding History

Axiom Advisory’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 Q3	$732K	Buy	11,712 +183	+2%	+$11.4K	0.01%	189
2024 Q2	$708K	Buy	+11,529	New	+$708K	0.01%	185

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

NMO

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Axiom Advisory's ZM Position: Q3 2024 in Review

Axiom Advisory increased its Zoom (ZM) stake by 1.6% in Q3 2024, buying an estimated $11.4K and bringing the position to 11,712 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #189.

Axiom Advisory first reported a position in ZM in Q2 2024 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Axiom Advisory held 11,712 shares of Zoom worth $732K as of Q3 2024.
Axiom Advisory bought 183 Zoom shares in Q3 2024, an estimated $11.4K.
Zoom made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #189 holding.
Axiom Advisory first reported a position in Zoom in Q2 2024 and has held it in 2 quarters since.
666 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.