Global Assets Advisory’s Zoom ZM Stock Holding History

Global Assets Advisory’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	-16,441	Closed	-$254K	–	547
2024 Q1	$254K	Buy	+16,441	New	+$1.1M	0.01%	422

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

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Global Assets Advisory's ZM Position: Q2 2024 in Review

Global Assets Advisory sold out of Zoom (ZM) in Q2 2024, closing a stake of 16,441 shares — an estimated $254K sold.

Global Assets Advisory first reported a position in ZM in Q1 2024 and held it in 1 quarter. The position peaked at $254K in Q1 2024. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Global Assets Advisory reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 16,441 Zoom shares in Q2 2024, an estimated $254K.
Global Assets Advisory first reported a position in Zoom in Q1 2024 and held it in 1 quarter.
Global Assets Advisory's Zoom position peaked at $254K in Q1 2024.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.