Cyndeo Wealth Partners’s Zoom ZM Stock Holding History

Cyndeo Wealth Partners’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	-4,537	Closed	-$326K	–	401
2023 Q4	$326K	Buy	4,537 +296	+7%	+$19.6K	0.03%	300
2023 Q3	$297K	Buy	4,241 +246	+6%	+$17.1K	0.03%	275
2023 Q2	$271K	Buy	+3,995	New	+$267K	0.03%	279

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 $3.38T AUM 44.17% 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

Cyndeo Wealth Partners's ZM Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of Zoom (ZM) in Q1 2024, closing a stake of 4,537 shares — an estimated $326K sold.

Cyndeo Wealth Partners first reported a position in ZM in Q2 2023 and held it in 3 quarters. The position peaked at $326K in Q4 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Cyndeo Wealth Partners reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 4,537 Zoom shares in Q1 2024, an estimated $326K.
Cyndeo Wealth Partners first reported a position in Zoom in Q2 2023 and held it in 3 quarters.
Cyndeo Wealth Partners's Zoom position peaked at $326K in Q4 2023.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.