CA
ZM icon

Cetera Advisors’s Zoom ZM Stock Holding History

Cetera 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
2020
Q2 		– Sell
-300
Closed -$2K – 962
2020
Q1 		$2K Buy
+300
New +$29.6K ﹤0.01% 806

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

Cetera Advisors's ZM Position: Q1 2024 in Review

Cetera Advisors increased its Zoom (ZM) stake by 52% in Q1 2024, buying an estimated $144K and bringing the position to 6,307 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Cetera Advisors first reported a position in ZM in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.88M in Q1 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Cetera Advisors held 6,307 shares of Zoom worth $412K as of Q1 2024.
  • Cetera Advisors bought 2,160 Zoom shares in Q1 2024, an estimated $144K.
  • Zoom made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1731 holding.
  • Cetera Advisors first reported a position in Zoom in Q1 2020 and has held it in 14 quarters since.
  • Cetera Advisors's Zoom position peaked at $2.88M in Q1 2020.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

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