FinTrust Capital Advisors’s Zoom ZM Stock Holding History

FinTrust Capital 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 Q3	$2.09K	Sell	30 -11	-27%	-$688	﹤0.01%	1208
2024 Q2	$2.43K	Buy	41 +11	+37%	+$676	﹤0.01%	1169
2024 Q1	$1.96K	Hold	30	–	–	﹤0.01%	1102
2023 Q4	$2.16K	Hold	30	–	–	﹤0.01%	1068
2023 Q3	$2.1K	Sell	30 -30	-50%	-$2.08K	﹤0.01%	1013
2023 Q2	$4.07K	Hold	60	–	–	﹤0.01%	900
2023 Q1	$4.07K	Hold	60	–	–	﹤0.01%	895
2022 Q4	$4.06K	Hold	60	–	–	﹤0.01%	893
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	1027
2022 Q2	$6K	Sell	60 -40	-40%	-$4.22K	﹤0.01%	1017
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	906
2021 Q4	$18K	Hold	100	–	–	﹤0.01%	778
2021 Q3	$26K	Buy	100 +20	+25%	+$6.74K	0.01%	677
2021 Q2	$31K	Sell	80 -60	-43%	-$20K	0.01%	652
2021 Q1	$45K	Buy	140 +60	+75%	+$22.1K	0.01%	556
2020 Q4	$27K	Sell	80 -200	-71%	-$89.2K	0.01%	609
2020 Q3	$132	Sell	280 -280	-50%	-$89.5K	0.03%	313
2020 Q2	$142K	Buy	560 +530	+1,767%	+$95.4K	0.06%	270
2020 Q1	$4K	Buy	+30	New	+$2.96K	﹤0.01%	926

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

FinTrust Capital Advisors's ZM Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Zoom (ZM) stake by 27% in Q3 2024, selling an estimated $688 and leaving 30 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

FinTrust Capital Advisors first reported a position in ZM in Q1 2020 and has held it in 19 quarters since. The position peaked at $142K in Q2 2020. 666 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

FinTrust Capital Advisors held 30 shares of Zoom worth $2.09K as of Q3 2024.
FinTrust Capital Advisors sold 11 Zoom shares in Q3 2024, an estimated $688.
Zoom made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1208 holding.
FinTrust Capital Advisors first reported a position in Zoom in Q1 2020 and has held it in 19 quarters since.
FinTrust Capital Advisors's Zoom position peaked at $142K in Q2 2020.
666 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.