BFEC
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Benjamin F. Edwards & Company’s Zoom ZM Stock Holding History

Benjamin F. Edwards & Company’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 		$1K Sell
22
-298
-93% -$18.3K ﹤0.01% 2118
2024
Q1 		$21K Buy
+320
New +$21.3K ﹤0.01% 1523
2023
Q4 		– Sell
-106
Closed -$7K – 2188
2023
Q3 		$7K Hold
106
– – ﹤0.01% 1494
2023
Q2 		$7K Hold
106
– – ﹤0.01% 1487
2023
Q1 		$8K Hold
106
– – ﹤0.01% 1460
2022
Q4 		$7K Sell
106
-6
-5% -$456 ﹤0.01% 1517
2022
Q3 		$8K Sell
112
-1,077
-91% -$103K ﹤0.01% 1449
2022
Q2 		$128K Buy
1,189
+500
+73% +$52.7K 0.01% 799
2022
Q1 		$81K Sell
689
-13
-2% -$1.77K ﹤0.01% 915
2021
Q4 		$129K Sell
702
-30
-4% -$7.05K 0.01% 825
2021
Q3 		$191K Buy
732
+487
+199% +$164K 0.01% 672
2021
Q2 		$95K Hold
245
– – ﹤0.01% 862
2021
Q1 		$79K Buy
245
+125
+104% +$46K ﹤0.01% 894
2020
Q4 		$40K Buy
120
+20
+20% +$8.92K ﹤0.01% 1022
2020
Q3 		$47K Sell
100
-50
-33% -$16K ﹤0.01% 915
2020
Q2 		$38K Sell
150
-1,908
-93% -$343K ﹤0.01% 938
2020
Q1 		$301K Buy
2,058
+1,008
+96% +$99.5K 0.03% 430
2019
Q4 		$71K Buy
1,050
+845
+412% +$58.2K 0.01% 884
2019
Q3 		$16K Buy
+205
New +$18.5K ﹤0.01% 1270

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 $3.37T 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
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

Benjamin F. Edwards & Company's ZM Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Zoom (ZM) stake by 93% in Q2 2024, selling an estimated $18.3K and leaving 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Benjamin F. Edwards & Company first reported a position in ZM in Q3 2019 and has held it in 19 quarters since. The position peaked at $301K in Q1 2020. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Benjamin F. Edwards & Company held 22 shares of Zoom worth $1K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 298 Zoom shares in Q2 2024, an estimated $18.3K.
  • Zoom made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2118 holding.
  • Benjamin F. Edwards & Company first reported a position in Zoom in Q3 2019 and has held it in 19 quarters since.
  • Benjamin F. Edwards & Company's Zoom position peaked at $301K in Q1 2020.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.