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Dynamic Advisor Solutions’s Zoom ZM Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-6,990
Closed -$414K – 1012
2024
Q2 		$414K Sell
6,990
-171
-2% -$10.5K 0.01% 672
2024
Q1 		$468K Buy
7,161
+119
+2% +$7.93K 0.02% 622
2023
Q4 		$472K Sell
7,042
-97
-1% -$6.41K 0.02% 586
2023
Q3 		$499K Buy
7,139
+1,293
+22% +$89.7K 0.02% 519
2023
Q2 		$397K Buy
5,846
+129
+2% +$8.63K 0.02% 560
2023
Q1 		$422K Buy
+5,717
New +$412K 0.02% 510
2022
Q3 		– Sell
-2,496
Closed -$269K – 746
2022
Q2 		$269K Sell
2,496
-34
-1% -$3.59K 0.02% 567
2022
Q1 		$297K Sell
2,530
-220
-8% -$29.9K 0.02% 564
2021
Q4 		$506K Buy
2,750
+106
+4% +$24.9K 0.04% 420
2021
Q3 		$691K Buy
2,644
+220
+9% +$74.2K 0.05% 371
2021
Q2 		$938K Buy
2,424
+167
+7% +$55.6K 0.07% 289
2021
Q1 		$725K Sell
2,257
-296
-12% -$109K 0.07% 298
2020
Q4 		$861K Buy
2,553
+71
+3% +$31.7K 0.08% 266
2020
Q3 		$1.17M Buy
2,482
+52
+2% +$16.6K 0.13% 183
2020
Q2 		$616K Buy
2,430
+322
+15% +$57.9K 0.08% 249
2020
Q1 		$308K Buy
+2,108
New +$208K 0.06% 332

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dynamic Advisor Solutions's ZM Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Zoom (ZM) in Q3 2024, closing a stake of 6,990 shares — an estimated $414K sold.

Dynamic Advisor Solutions first reported a position in ZM in Q1 2020 and held it in 16 quarters. The position peaked at $1.17M in Q3 2020. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,990 Zoom shares in Q3 2024, an estimated $414K.
  • Dynamic Advisor Solutions first reported a position in Zoom in Q1 2020 and held it in 16 quarters.
  • Dynamic Advisor Solutions's Zoom position peaked at $1.17M in Q3 2020.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.