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
2021 Q4	–	Sell	-7,200	Closed	-$131K	–	1116
2021 Q3	$131K	Buy	+7,200	New	+$2.43M	0.02%	242

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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.