Flaharty Asset Management’s Zoom ZM Stock Holding History

Flaharty Asset 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 Q4	–	Sell	-7	Closed	-$490	–	466
2023 Q3	$490	Buy	+7	New	+$486	﹤0.01%	454

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

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

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

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

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

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

Flaharty Asset Management's ZM Position: Q4 2023 in Review

Flaharty Asset Management sold out of Zoom (ZM) in Q4 2023, closing a stake of 7 shares — an estimated $490 sold.

Flaharty Asset Management first reported a position in ZM in Q3 2023 and held it in 1 quarter. The position peaked at $490 in Q3 2023. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Flaharty Asset Management reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Flaharty Asset Management sold 7 Zoom shares in Q4 2023, an estimated $490.
Flaharty Asset Management first reported a position in Zoom in Q3 2023 and held it in 1 quarter.
Flaharty Asset Management's Zoom position peaked at $490 in Q3 2023.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Flaharty Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.