Central Trust Company’s Zoom ZM Stock Holding History

Central Trust 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 Q1	–	Sell	-11	Closed	-$792	–	1427
2023 Q4	$792	Buy	+11	New	+$727	﹤0.01%	1335
2022 Q4	–	Sell	-400	Closed	-$30K	–	1342
2022 Q3	$30K	Sell	400 -50	-11%	-$4.76K	﹤0.01%	870
2022 Q2	$49K	Sell	450 -2	-0.4%	-$211	﹤0.01%	772
2022 Q1	$53K	Hold	452	–	–	﹤0.01%	799
2021 Q4	$83K	Hold	452	–	–	﹤0.01%	716
2021 Q3	$118K	Sell	452 -100	-18%	-$33.7K	﹤0.01%	627
2021 Q2	$213K	Buy	552 +102	+23%	+$34K	0.01%	524
2021 Q1	$144K	Buy	450 +50	+13%	+$18.4K	0.01%	553
2020 Q4	$134K	Hold	400	–	–	0.01%	541
2020 Q3	$188K	Hold	400	–	–	0.01%	459
2020 Q2	$102K	Hold	400	–	–	0.01%	525
2020 Q1	$58K	Buy	+400	New	+$39.5K	﹤0.01%	591

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Central Trust Company's ZM Position: Q1 2024 in Review

Central Trust Company sold out of Zoom (ZM) in Q1 2024, closing a stake of 11 shares — an estimated $792 sold.

Central Trust Company first reported a position in ZM in Q1 2020 and held it in 12 quarters. The position peaked at $213K in Q2 2021. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Central Trust Company reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Central Trust Company sold 11 Zoom shares in Q1 2024, an estimated $792.
Central Trust Company first reported a position in Zoom in Q1 2020 and held it in 12 quarters.
Central Trust Company's Zoom position peaked at $213K in Q2 2021.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Central Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.