FWM
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Focused Wealth Management’s Zoom ZM Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-23
Closed -$1.65K – 1008
2023
Q4 		$1.65K Sell
23
-4
-15% -$265 ﹤0.01% 799
2023
Q3 		$1.89K Sell
27
-7
-21% -$486 ﹤0.01% 777
2023
Q2 		$2.31K Hold
34
– – ﹤0.01% 786
2023
Q1 		$2.51K Buy
34
+17
+100% +$1.23K ﹤0.01% 768
2022
Q4 		$1.15K Sell
17
-255
-94% -$19.4K ﹤0.01% 852
2022
Q3 		$20K Sell
272
-360
-57% -$34.3K ﹤0.01% 401
2022
Q2 		$68K Buy
632
+600
+1,875% +$63.3K 0.01% 247
2022
Q1 		$4K Hold
32
– – ﹤0.01% 727
2021
Q4 		$6K Sell
32
-6
-16% -$1.41K ﹤0.01% 679
2021
Q3 		$10K Buy
38
+1
+3% +$337 ﹤0.01% 612
2021
Q2 		$14K Buy
37
+6
+19% +$2K ﹤0.01% 568
2021
Q1 		$10K Sell
31
-9
-23% -$3.31K ﹤0.01% 607
2020
Q4 		$13K Buy
40
+21
+111% +$9.36K ﹤0.01% 535
2020
Q3 		$9K Buy
19
+10
+111% +$3.2K ﹤0.01% 527
2020
Q2 		$2K Buy
+9
New +$1.62K ﹤0.01% 696

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 $3.38T AUM 44.17% 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

Focused Wealth Management's ZM Position: Q1 2024 in Review

Focused Wealth Management sold out of Zoom (ZM) in Q1 2024, closing a stake of 23 shares — an estimated $1.65K sold.

Focused Wealth Management first reported a position in ZM in Q2 2020 and held it in 15 quarters. The position peaked at $68K in Q2 2022. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Focused Wealth Management reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 23 Zoom shares in Q1 2024, an estimated $1.65K.
  • Focused Wealth Management first reported a position in Zoom in Q2 2020 and held it in 15 quarters.
  • Focused Wealth Management's Zoom position peaked at $68K in Q2 2022.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.