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FDx Advisors’s Zoom ZM Stock Holding History

FDx Advisors’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
-8,857
Closed -$637K – 672
2023
Q4 		$637K Sell
8,857
-433
-5% -$28.6K 0.05% 335
2023
Q3 		$650K Sell
9,290
-5,493
-37% -$381K 0.05% 299
2023
Q2 		$1M Buy
14,783
+3,381
+30% +$226K 0.06% 301
2023
Q1 		$772K Hold
11,402
– – 0.03% 345
2022
Q4 		$772K Buy
11,402
+1,225
+12% +$93K 0.03% 345
2022
Q3 		$749K Buy
10,177
+1,632
+19% +$155K 0.03% 329
2022
Q2 		$923K Buy
8,545
+1,376
+19% +$145K 0.03% 334
2022
Q1 		$840K Buy
7,169
+3,436
+92% +$467K 0.03% 365
2021
Q4 		$687K Buy
3,733
+1,620
+77% +$381K 0.02% 446
2021
Q3 		$553K Buy
2,113
+642
+44% +$216K 0.02% 483
2021
Q2 		$569K Buy
1,471
+593
+68% +$197K 0.02% 481
2021
Q1 		$282K Buy
+878
New +$323K 0.01% 646

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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
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

FDx Advisors's ZM Position: Q1 2024 in Review

FDx Advisors sold out of Zoom (ZM) in Q1 2024, closing a stake of 8,857 shares — an estimated $637K sold.

FDx Advisors first reported a position in ZM in Q1 2021 and held it in 12 quarters. The position peaked at $1M in Q2 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • FDx Advisors reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 8,857 Zoom shares in Q1 2024, an estimated $637K.
  • FDx Advisors first reported a position in Zoom in Q1 2021 and held it in 12 quarters.
  • FDx Advisors's Zoom position peaked at $1M in Q2 2023.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.