Endurance Wealth Management’s Zoom ZM Stock Holding History

Endurance Wealth Management’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
2023 Q2	$2K	Hold	25	–	–	﹤0.01%	617
2023 Q1	$2K	Hold	25	–	–	﹤0.01%	614
2022 Q4	$2K	Sell	25 -50	-67%	-$3.8K	﹤0.01%	600
2022 Q3	$6K	Hold	75	–	–	﹤0.01%	511
2022 Q2	$8K	Hold	75	–	–	﹤0.01%	508
2022 Q1	$9K	Hold	75	–	–	﹤0.01%	525
2021 Q4	$14K	Hold	75	–	–	﹤0.01%	478
2021 Q3	$20K	Hold	75	–	–	﹤0.01%	451
2021 Q2	$29K	Hold	75	–	–	﹤0.01%	412
2021 Q1	$24K	Hold	75	–	–	﹤0.01%	433
2020 Q4	$25K	Buy	+75	New	+$33.4K	﹤0.01%	393

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Endurance Wealth Management's ZM Position: Q2 2023 in Review

Endurance Wealth Management held its Zoom (ZM) position steady in Q2 2023 at 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Endurance Wealth Management first reported a position in ZM in Q4 2020 and has held it in 11 quarters since. The position peaked at $29K in Q2 2021. 653 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

Endurance Wealth Management held 25 shares of Zoom worth $2K as of Q2 2023.
Endurance Wealth Management left its Zoom share count unchanged in Q2 2023.
Zoom made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #617 holding.
Endurance Wealth Management first reported a position in Zoom in Q4 2020 and has held it in 11 quarters since.
Endurance Wealth Management's Zoom position peaked at $29K in Q2 2021.
653 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.