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Bay Colony Advisors’s Zoom ZM Stock Holding History

Bay Colony 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
-3,525
Closed -$253K – 442
2023
Q4 		$253K Buy
+3,525
New +$233K 0.05% 301
2022
Q2 		– Sell
-1,800
Closed -$211K – 398
2022
Q1 		$211K Sell
1,800
-16
-0.9% -$2.18K 0.05% 330
2021
Q4 		$334K Sell
1,816
-706
-28% -$166K 0.1% 245
2021
Q3 		$660K Buy
2,522
+710
+39% +$239K 0.22% 127
2021
Q2 		$701K Buy
1,812
+38
+2% +$12.7K 0.23% 125
2021
Q1 		$570K Buy
1,774
+44
+3% +$16.2K 0.22% 134
2020
Q4 		$584K Buy
1,730
+196
+13% +$87.4K 0.31% 103
2020
Q3 		$721K Buy
1,534
+706
+85% +$226K 0.45% 70
2020
Q2 		$210K Buy
+828
New +$149K 0.15% 180

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
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

Bay Colony Advisors's ZM Position: Q1 2024 in Review

Bay Colony Advisors sold out of Zoom (ZM) in Q1 2024, closing a stake of 3,525 shares — an estimated $253K sold.

Bay Colony Advisors first reported a position in ZM in Q2 2020 and held it in 9 quarters. The position peaked at $721K in Q3 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Bay Colony Advisors reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Bay Colony Advisors sold 3,525 Zoom shares in Q1 2024, an estimated $253K.
  • Bay Colony Advisors first reported a position in Zoom in Q2 2020 and held it in 9 quarters.
  • Bay Colony Advisors's Zoom position peaked at $721K in Q3 2020.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Bay Colony Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.