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Bleakley Financial Group’s Zoom ZM Stock Holding History

Bleakley Financial Group’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
2023
Q4 		– Sell
-3,237
Closed -$226K – 983
2023
Q3 		$226K Buy
+3,237
New +$225K 0.01% 765
2023
Q1 		– Sell
-3,074
Closed -$208K – 957
2022
Q4 		$208K Buy
+3,074
New +$233K 0.01% 787

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bleakley Financial Group's ZM Position: Q4 2023 in Review

Bleakley Financial Group sold out of Zoom (ZM) in Q4 2023, closing a stake of 3,237 shares — an estimated $226K sold.

Bleakley Financial Group first reported a position in ZM in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q3 2023. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Bleakley Financial Group reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 3,237 Zoom shares in Q4 2023, an estimated $226K.
  • Bleakley Financial Group first reported a position in Zoom in Q4 2022 and held it in 2 quarters.
  • Bleakley Financial Group's Zoom position peaked at $226K in Q3 2023.
  • 698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Bleakley Financial Group's 13F filing for Q4 2023, filed 25 Jan 2024.