GI
ZM icon

Gradient Investments’s Zoom ZM Stock Holding History

Gradient Investments’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
-28
Closed -$2.01K – 1873
2023
Q4 		$2.01K Buy
28
+13
+87% +$860 ﹤0.01% 1229
2023
Q3 		$1.05K Sell
15
-120
-89% -$8.33K ﹤0.01% 1357
2023
Q2 		$9.16K Hold
135
– – ﹤0.01% 820
2023
Q1 		$9.97K Sell
135
-200
-60% -$14.4K ﹤0.01% 817
2022
Q4 		$22.7K Sell
335
-174
-34% -$13.2K ﹤0.01% 671
2022
Q3 		$37K Hold
509
– – ﹤0.01% 531
2022
Q2 		$55K Sell
509
-414
-45% -$43.7K ﹤0.01% 460
2022
Q1 		$108K Sell
923
-28
-3% -$3.81K ﹤0.01% 365
2021
Q4 		$175K Sell
951
-77
-7% -$18.1K ﹤0.01% 295
2021
Q3 		$269K Sell
1,028
-50
-5% -$16.9K 0.01% 256
2021
Q2 		$417K Hold
1,078
– – 0.01% 232
2021
Q1 		$346K Buy
1,078
+475
+79% +$175K 0.01% 248
2020
Q4 		$283K Hold
603
– – 0.01% 234
2020
Q3 		$283K Buy
603
+174
+41% +$55.6K 0.01% 234
2020
Q2 		$109K Sell
429
-24
-5% -$4.32K 0.01% 290
2020
Q1 		$66K Buy
453
+279
+160% +$27.5K ﹤0.01% 320
2019
Q4 		$12K Hold
174
– – ﹤0.01% 658
2019
Q3 		$13K Buy
+174
New +$15.7K ﹤0.01% 615

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

Gradient Investments's ZM Position: Q1 2024 in Review

Gradient Investments sold out of Zoom (ZM) in Q1 2024, closing a stake of 28 shares — an estimated $2.01K sold.

Gradient Investments first reported a position in ZM in Q3 2019 and held it in 18 quarters. The position peaked at $417K in Q2 2021. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Gradient Investments reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 28 Zoom shares in Q1 2024, an estimated $2.01K.
  • Gradient Investments first reported a position in Zoom in Q3 2019 and held it in 18 quarters.
  • Gradient Investments's Zoom position peaked at $417K in Q2 2021.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.