Bramshill Investments’s Zoom ZM Stock Holding History

Bramshill Investments’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	-3,500	Closed	-$229K	–	185
2024 Q1	$229K	Buy	+3,500	New	+$233K	0.03%	116

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Bramshill Investments's ZM Position: Q2 2024 in Review

Bramshill Investments sold out of Zoom (ZM) in Q2 2024, closing a stake of 3,500 shares — an estimated $229K sold.

Bramshill Investments first reported a position in ZM in Q1 2024 and held it in 1 quarter. The position peaked at $229K in Q1 2024. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Bramshill Investments reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
Bramshill Investments sold 3,500 Zoom shares in Q2 2024, an estimated $229K.
Bramshill Investments first reported a position in Zoom in Q1 2024 and held it in 1 quarter.
Bramshill Investments's Zoom position peaked at $229K in Q1 2024.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Bramshill Investments's 13F filing for Q2 2024, filed 14 Aug 2024.