Duality Advisers’s Zoom ZM Stock Holding History

Duality Advisers’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 Q2	–	Sell	-14,799	Closed	-$967K	–	552
2024 Q1	$967K	Buy	+14,799	New	+$986K	0.1%	334
2023 Q1	–	Sell	-7,735	Closed	-$524K	–	800
2022 Q4	$524K	Buy	+7,735	New	+$588K	0.06%	432
2021 Q4	–	Sell	-10,268	Closed	-$2.69M	–	716
2021 Q3	$2.69M	Buy	10,268 +3,358	+49%	+$1.13M	0.21%	201
2021 Q2	$2.67M	Buy	+6,910	New	+$2.3M	0.24%	142
2021 Q1	–	Sell	-32,303	Closed	-$10.9M	–	727
2020 Q4	$10.9M	Buy	+32,303	New	+$14.4M	0.81%	15

Other funds holding ZM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Duality Advisers's ZM Position: Q2 2024 in Review

Duality Advisers sold out of Zoom (ZM) in Q2 2024, closing a stake of 14,799 shares — an estimated $967K sold.

Duality Advisers first reported a position in ZM in Q4 2020 and held it in 5 quarters. The position peaked at $10.9M in Q4 2020. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Duality Advisers reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 14,799 Zoom shares in Q2 2024, an estimated $967K.
Duality Advisers first reported a position in Zoom in Q4 2020 and held it in 5 quarters.
Duality Advisers's Zoom position peaked at $10.9M in Q4 2020.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.