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ICA Group Wealth Management’s Zoom ZM Stock Holding History

ICA Group Wealth 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
-60
Closed -$3.92K – 1350
2024
Q1 		$3.92K Hold
60
– – ﹤0.01% 1081
2023
Q4 		$4.32K Buy
+60
New +$3.97K ﹤0.01% 1053
2023
Q3 		– Sell
-60
Closed -$4.07K – 1273
2023
Q2 		$4.07K Hold
60
– – ﹤0.01% 1021
2023
Q1 		$4.43K Buy
60
+50
+500% +$3.6K ﹤0.01% 973
2022
Q4 		$677 Buy
+10
New +$760 ﹤0.01% 1206

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
State Street
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

ICA Group Wealth Management's ZM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Zoom (ZM) in Q2 2024, closing a stake of 60 shares — an estimated $3.92K sold.

ICA Group Wealth Management first reported a position in ZM in Q4 2022 and held it in 5 quarters. The position peaked at $4.43K in Q1 2023. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 60 Zoom shares in Q2 2024, an estimated $3.92K.
  • ICA Group Wealth Management first reported a position in Zoom in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Zoom position peaked at $4.43K in Q1 2023.
  • 656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.