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Glassman Wealth Services’s Zoom ZM Stock Holding History

Glassman Wealth Services’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
-283
Closed -$20.4K – 1887
2023
Q4 		$20.4K Sell
283
-6
-2% -$397 ﹤0.01% 683
2023
Q3 		$20.2K Buy
289
+89
+45% +$6.18K ﹤0.01% 654
2023
Q2 		$13.6K Sell
200
-10
-5% -$669 ﹤0.01% 729
2023
Q1 		$15.5K Sell
210
-328
-61% -$23.6K ﹤0.01% 695
2022
Q4 		$36.4K Sell
538
-40
-7% -$3.04K 0.01% 496
2022
Q3 		$43K Buy
578
+113
+24% +$10.8K 0.01% 421
2022
Q2 		$50K Buy
465
+61
+15% +$6.43K 0.01% 400
2022
Q1 		$47K Buy
404
+342
+552% +$46.5K 0.01% 415
2021
Q4 		$11K Sell
62
-289
-82% -$68K ﹤0.01% 776
2021
Q3 		$92K Sell
351
-8
-2% -$2.7K 0.02% 256
2021
Q2 		$139K Sell
359
-6
-2% -$2K 0.03% 186
2021
Q1 		$117K Buy
365
+16
+5% +$5.89K 0.03% 203
2020
Q4 		$118K Sell
349
-1
-0.3% -$446 0.03% 206
2020
Q3 		$165K Buy
350
+204
+140% +$65.2K 0.05% 136
2020
Q2 		$37K Sell
146
-127
-47% -$22.9K 0.01% 294
2020
Q1 		$40K Buy
273
+200
+274% +$19.7K 0.02% 260
2019
Q4 		$5K Hold
73
– – ﹤0.01% 597
2019
Q3 		$6K Hold
73
– – ﹤0.01% 524
2019
Q2 		$6K Buy
+73
New +$6K ﹤0.01% 541

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 $3.37T AUM 44.26% 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

Glassman Wealth Services's ZM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Zoom (ZM) in Q1 2024, closing a stake of 283 shares — an estimated $20.4K sold.

Glassman Wealth Services first reported a position in ZM in Q2 2019 and held it in 19 quarters. The position peaked at $165K in Q3 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 283 Zoom shares in Q1 2024, an estimated $20.4K.
  • Glassman Wealth Services first reported a position in Zoom in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's Zoom position peaked at $165K in Q3 2020.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.