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Global Wealth Management Investment Advisory’s Zoom ZM Stock Holding History

Global Wealth Management Investment 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
Q1 		– Sell
-5
Closed -$360 – 462
2023
Q4 		$360 Hold
5
– – ﹤0.01% 451
2023
Q3 		$350 Buy
+5
New +$347 ﹤0.01% 448
2022
Q3 		– Sell
-239
Closed -$26K – 503
2022
Q2 		$26K Sell
239
-55
-19% -$5.8K 0.01% 224
2022
Q1 		$34K Buy
294
+114
+63% +$15.5K 0.01% 217
2021
Q4 		$33K Buy
180
+13
+8% +$3.06K 0.01% 222
2021
Q3 		$44K Buy
167
+2
+1% +$674 0.01% 207
2021
Q2 		$64K Sell
165
-95
-37% -$31.6K 0.02% 186
2021
Q1 		$84K Buy
260
+20
+8% +$7.36K 0.03% 174
2020
Q4 		$81K Buy
240
+25
+12% +$11.1K 0.03% 163
2020
Q3 		$101K Sell
215
-177
-45% -$56.6K 0.04% 132
2020
Q2 		$99K Buy
392
+191
+95% +$34.4K 0.04% 152
2020
Q1 		$29K Buy
201
+101
+101% +$9.97K 0.01% 217
2019
Q4 		$7K Hold
100
– – ﹤0.01% 408
2019
Q3 		$8K Hold
100
– – ﹤0.01% 358
2019
Q2 		$9K Buy
+100
New +$8.23K ﹤0.01% 387

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

Global Wealth Management Investment Advisory's ZM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Zoom (ZM) in Q1 2024, closing a stake of 5 shares — an estimated $360 sold.

Global Wealth Management Investment Advisory first reported a position in ZM in Q2 2019 and held it in 15 quarters. The position peaked at $101K in Q3 2020. 674 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 5 Zoom shares in Q1 2024, an estimated $360.
  • Global Wealth Management Investment Advisory first reported a position in Zoom in Q2 2019 and held it in 15 quarters.
  • Global Wealth Management Investment Advisory's Zoom position peaked at $101K in Q3 2020.
  • 674 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.