Financial Management Professionals’s Zoom ZM Stock Holding History

Financial Management Professionals’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	-20	Closed	-$1K	–	1106
2023 Q4	$1K	Buy	+20	New	+$1.32K	﹤0.01%	913
2022 Q3	–	Sell	-100	Closed	-$11K	–	1140
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	490
2022 Q1	$12K	Buy	+100	New	+$13.6K	﹤0.01%	498
2021 Q4	–	Sell	-140	Closed	-$37K	–	1118
2021 Q3	$37K	Buy	140 +57	+69%	+$19.2K	0.01%	270
2021 Q2	$32K	Buy	83 +7	+9%	+$2.33K	0.01%	253
2021 Q1	$24K	Sell	76 -8	-10%	-$2.94K	0.01%	263
2020 Q4	$28K	Hold	84	–	–	0.01%	252
2020 Q3	$39K	Hold	84	–	–	0.01%	235
2020 Q2	$21K	Hold	84	–	–	0.01%	262
2020 Q1	$12K	Buy	84 +8	+11%	+$789	0.01%	161
2019 Q4	$5K	Hold	76	–	–	﹤0.01%	234
2019 Q3	$6K	Hold	76	–	–	﹤0.01%	212
2019 Q2	$7K	Buy	+76	New	+$6.25K	﹤0.01%	224

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

Financial Management Professionals's ZM Position: Q1 2024 in Review

Financial Management Professionals sold out of Zoom (ZM) in Q1 2024, closing a stake of 20 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in ZM in Q2 2019 and held it in 13 quarters. The position peaked at $39K in Q3 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Financial Management Professionals reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Financial Management Professionals sold 20 Zoom shares in Q1 2024, an estimated $1K.
Financial Management Professionals first reported a position in Zoom in Q2 2019 and held it in 13 quarters.
Financial Management Professionals's Zoom position peaked at $39K in Q3 2020.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.