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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
2023
Q4 		– Sell
-3,600
Closed -$14.7K – 1106
2023
Q3 		$14.7K Buy
+3,600
New +$250K ﹤0.01% 468
2021
Q1 		– Sell
-1,200
Closed -$5K – 1025
2020
Q4 		$5K Buy
+1,200
New +$535K ﹤0.01% 668

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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. 674 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.
  • 674 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.