Cetera Advisor Networks’s Zoom ZM Stock Holding History

Cetera Advisor Networks’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	$346K	Sell	5,287 -2,601	-33%	-$173K	﹤0.01%	2179
2023 Q4	$567K	Buy	7,888 +316	+4%	+$20.9K	﹤0.01%	1772
2023 Q3	$530K	Buy	7,572 +342	+5%	+$23.7K	﹤0.01%	1719
2023 Q2	$491K	Sell	7,230 -568	-7%	-$38K	﹤0.01%	1722
2023 Q1	$576K	Sell	7,798 -699	-8%	-$50.4K	﹤0.01%	1601
2022 Q4	$576K	Buy	8,497 +2,639	+45%	+$200K	﹤0.01%	1543
2022 Q3	$431K	Sell	5,858 -348	-6%	-$33.1K	0.01%	1379
2022 Q2	$670K	Buy	6,206 +982	+19%	+$104K	0.01%	1092
2022 Q1	$612K	Sell	5,224 -331	-6%	-$45K	0.01%	1174
2021 Q4	$1.02M	Buy	5,555 +1,194	+27%	+$281K	0.01%	892
2021 Q3	$1.14M	Sell	4,361 -254	-6%	-$85.6K	0.02%	780
2021 Q2	$1.79M	Buy	4,615 +1,998	+76%	+$665K	0.03%	576
2021 Q1	$841K	Sell	2,617 -1,634	-38%	-$601K	0.02%	649
2020 Q4	$1.43M	Buy	4,251 +453	+12%	+$202K	0.03%	414
2020 Q3	$1.78M	Sell	3,798 -2,186	-37%	-$699K	0.05%	326
2020 Q2	$1.52M	Buy	5,984 +1,227	+26%	+$221K	0.04%	362
2020 Q1	$695K	Buy	+4,757	New	+$469K	0.02%	504

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

Cetera Advisor Networks's ZM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Zoom (ZM) stake by 33% in Q1 2024, selling an estimated $173K and leaving 5,287 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Cetera Advisor Networks first reported a position in ZM in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.79M in Q2 2021. 674 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Cetera Advisor Networks held 5,287 shares of Zoom worth $346K as of Q1 2024.
Cetera Advisor Networks sold 2,601 Zoom shares in Q1 2024, an estimated $173K.
Zoom made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2179 holding.
Cetera Advisor Networks first reported a position in Zoom in Q1 2020 and has held it in 17 quarters since.
Cetera Advisor Networks's Zoom position peaked at $1.79M in Q2 2021.
674 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.