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Gilliland Jeter Wealth Management’s Zoom ZM Stock Holding History

Gilliland Jeter 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
Q2 		– Sell
-9
Closed -$588 – 701
2024
Q1 		$588 Buy
+9
New +$600 ﹤0.01% 605

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Gilliland Jeter Wealth Management's ZM Position: Q2 2024 in Review

Gilliland Jeter Wealth Management sold out of Zoom (ZM) in Q2 2024, closing a stake of 9 shares — an estimated $588 sold.

Gilliland Jeter Wealth Management first reported a position in ZM in Q1 2024 and held it in 1 quarter. The position peaked at $588 in Q1 2024. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Gilliland Jeter Wealth Management reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 9 Zoom shares in Q2 2024, an estimated $588.
  • Gilliland Jeter Wealth Management first reported a position in Zoom in Q1 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's Zoom position peaked at $588 in Q1 2024.
  • 656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.