Financial Synergies Wealth Advisors’s Zoom ZM Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-53	Closed	-$3.46K	–	496
2024 Q1	$3.46K	Hold	53	–	–	﹤0.01%	286
2023 Q4	$3.59K	Hold	53	–	–	﹤0.01%	229
2023 Q3	$3.71K	Hold	53	–	–	﹤0.01%	278
2023 Q2	$3.6K	Hold	53	–	–	﹤0.01%	273
2023 Q1	$3.91K	Hold	53	–	–	﹤0.01%	275
2022 Q4	$3.59K	Hold	53	–	–	﹤0.01%	229
2022 Q3	$3.9K	Hold	53	–	–	﹤0.01%	197
2022 Q2	$5.72K	Buy	+53	New	+$5.59K	﹤0.01%	189

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

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Financial Synergies Wealth Advisors's ZM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Zoom (ZM) in Q2 2024, closing a stake of 53 shares — an estimated $3.46K sold.

Financial Synergies Wealth Advisors first reported a position in ZM in Q2 2022 and held it in 8 quarters. The position peaked at $5.72K in Q2 2022. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 53 Zoom shares in Q2 2024, an estimated $3.46K.
Financial Synergies Wealth Advisors first reported a position in Zoom in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Zoom position peaked at $5.72K in Q2 2022.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.