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
2021 Q1	–	Sell	-100	Closed	-$1K	–	785
2020 Q4	$1K	Sell	100 -600	-86%	-$268K	﹤0.01%	678
2020 Q3	$36K	Buy	+700	New	+$224K	﹤0.01%	584

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

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

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

Norges Bank Oslo, Norway $935B AUM

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 666 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.
666 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.