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Catalyst Capital Advisors’s Zoom ZM Stock Holding History

Catalyst Capital 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
-239
Closed -$17.2K – 403
2023
Q4 		$17.2K Buy
239
+53
+28% +$3.5K ﹤0.01% 317
2023
Q3 		$13K Buy
186
+51
+38% +$3.54K ﹤0.01% 382
2023
Q2 		$9.16K Sell
135
-12
-8% -$802 ﹤0.01% 335
2023
Q1 		$10.9K Sell
147
-45
-23% -$3.24K ﹤0.01% 316
2022
Q4 		$13K Sell
192
-805
-81% -$61.1K ﹤0.01% 314
2022
Q3 		$74K Buy
997
+4
+0.4% +$381 ﹤0.01% 234
2022
Q2 		$107K Sell
993
-4,073
-80% -$430K ﹤0.01% 241
2022
Q1 		$593K Sell
5,066
-2,614
-34% -$356K 0.03% 182
2021
Q4 		$1.41M Buy
7,680
+155
+2% +$36.4K 0.07% 152
2021
Q3 		$1.97M Buy
7,525
+2,201
+41% +$742K 0.1% 144
2021
Q2 		$2.06M Buy
5,324
+924
+21% +$308K 0.1% 134
2021
Q1 		$1.41M Sell
4,400
-17
-0.4% -$6.26K 0.08% 148
2020
Q4 		$1.49M Sell
4,417
-2,383
-35% -$1.06M 0.08% 133
2020
Q3 		$3.2M Hold
6,800
– – 0.18% 80
2020
Q2 		$1.72M Hold
6,800
– – 0.09% 110
2020
Q1 		$994K Buy
+6,800
New +$671K 0.05% 129
2019
Q4 		– Sell
-123
Closed -$9K – 428
2019
Q3 		$9K Hold
123
– – ﹤0.01% 353
2019
Q2 		$11K Buy
+123
New +$10.1K ﹤0.01% 312

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Catalyst Capital Advisors's ZM Position: Q1 2024 in Review

Catalyst Capital Advisors sold out of Zoom (ZM) in Q1 2024, closing a stake of 239 shares — an estimated $17.2K sold.

Catalyst Capital Advisors first reported a position in ZM in Q2 2019 and held it in 18 quarters. The position peaked at $3.2M in Q3 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Catalyst Capital Advisors reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Catalyst Capital Advisors sold 239 Zoom shares in Q1 2024, an estimated $17.2K.
  • Catalyst Capital Advisors first reported a position in Zoom in Q2 2019 and held it in 18 quarters.
  • Catalyst Capital Advisors's Zoom position peaked at $3.2M in Q3 2020.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Catalyst Capital Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.