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Guinness Atkinson Asset Management’s Zoom ZM Stock Holding History

Guinness Atkinson Asset 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
-58,270
Closed -$3.81M – 103
2024
Q1 		$3.81M Hold
58,270
– – 1.79% 24
2023
Q4 		$4.19M Sell
58,270
-1,268
-2% -$83.8K 2.14% 23
2023
Q3 		$4.16M Hold
59,538
– – 2.32% 23
2023
Q2 		$4.04M Buy
59,538
+14,747
+33% +$986K 2.14% 24
2023
Q1 		$3.31M Sell
44,791
-949
-2% -$68.4K 1.87% 25
2022
Q4 		$3.1M Sell
45,740
-2,297
-5% -$174K 1.95% 23
2022
Q3 		$3.54M Hold
48,037
– – 2.26% 22
2022
Q2 		$5.19M Buy
+48,037
New +$5.07M 3.02% 10

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Guinness Atkinson Asset Management's ZM Position: Q2 2024 in Review

Guinness Atkinson Asset Management sold out of Zoom (ZM) in Q2 2024, closing a stake of 58,270 shares — an estimated $3.81M sold.

Guinness Atkinson Asset Management first reported a position in ZM in Q2 2022 and held it in 8 quarters. The position peaked at $5.19M in Q2 2022. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Guinness Atkinson Asset Management reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Guinness Atkinson Asset Management sold 58,270 Zoom shares in Q2 2024, an estimated $3.81M.
  • Guinness Atkinson Asset Management first reported a position in Zoom in Q2 2022 and held it in 8 quarters.
  • Guinness Atkinson Asset Management's Zoom position peaked at $5.19M in Q2 2022.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2024, filed 11 Jul 2024.