BEI
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Benjamin Edwards Inc’s Zoom ZM Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-159
Closed -$9K – 1209
2024
Q2 		$9K Sell
159
-60
-27% -$3.69K ﹤0.01% 627
2024
Q1 		$14K Sell
219
-213
-49% -$14.2K ﹤0.01% 617
2023
Q4 		$31K Sell
432
-277
-39% -$18.3K 0.01% 513
2023
Q3 		$50K Sell
709
-2
-0.3% -$139 0.01% 454
2023
Q2 		$48K Buy
711
+45
+7% +$3.01K 0.01% 466
2023
Q1 		$49K Buy
666
+23
+4% +$1.66K 0.01% 465
2022
Q4 		$44K Buy
643
+162
+34% +$12.3K 0.01% 429
2022
Q3 		$35K Buy
481
+2
+0.4% +$190 0.01% 449
2022
Q2 		$52K Sell
479
-402
-46% -$42.4K 0.02% 429
2022
Q1 		$103K Buy
881
+132
+18% +$18K 0.03% 357
2021
Q4 		$138K Buy
749
+611
+443% +$144K 0.04% 306
2021
Q3 		$36K Buy
138
+38
+38% +$12.8K 0.02% 343
2021
Q2 		$39K Buy
100
+44
+79% +$14.7K 0.03% 291
2021
Q1 		$18K Buy
+56
New +$20.6K 0.01% 304

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin Edwards Inc's ZM Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of Zoom (ZM) in Q3 2024, closing a stake of 159 shares — an estimated $9K sold.

Benjamin Edwards Inc first reported a position in ZM in Q1 2021 and held it in 14 quarters. The position peaked at $138K in Q4 2021. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 159 Zoom shares in Q3 2024, an estimated $9K.
  • Benjamin Edwards Inc first reported a position in Zoom in Q1 2021 and held it in 14 quarters.
  • Benjamin Edwards Inc's Zoom position peaked at $138K in Q4 2021.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.