AWM
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Axxcess Wealth Management’s Zoom ZM Stock Holding History

Axxcess 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
-5,442
Closed -$356K – 964
2024
Q1 		$356K Sell
5,442
-4,886
-47% -$326K 0.01% 627
2023
Q4 		$743K Buy
10,328
+534
+5% +$35.3K 0.02% 417
2023
Q3 		$685K Buy
9,794
+39
+0.4% +$2.71K 0.02% 392
2023
Q2 		$662K Buy
9,755
+614
+7% +$41.1K 0.05% 290
2023
Q1 		$675K Buy
9,141
+1,069
+13% +$77K 0.05% 306
2022
Q4 		$547K Sell
8,072
-2,891
-26% -$220K 0.05% 345
2022
Q3 		$807K Buy
10,963
+349
+3% +$33.2K 0.08% 221
2022
Q2 		$1.15M Buy
10,614
+936
+10% +$98.7K 0.11% 170
2022
Q1 		$1.14M Buy
9,678
+923
+11% +$126K 0.09% 197
2021
Q4 		$1.61M Buy
+8,755
New +$2.06M 0.12% 142

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Zoom (ZM) in Q2 2024, closing a stake of 5,442 shares — an estimated $356K sold.

Axxcess Wealth Management first reported a position in ZM in Q4 2021 and held it in 10 quarters. The position peaked at $1.61M in Q4 2021. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,442 Zoom shares in Q2 2024, an estimated $356K.
  • Axxcess Wealth Management first reported a position in Zoom in Q4 2021 and held it in 10 quarters.
  • Axxcess Wealth Management's Zoom position peaked at $1.61M in Q4 2021.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.