Institutional & Family Asset Management’s Zoom ZM Stock Holding History

Institutional & Family 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 Q1	–	Sell	-2	Closed	-$144	–	782
2023 Q4	$144	Hold	2	–	–	﹤0.01%	699
2023 Q3	$140	Hold	2	–	–	﹤0.01%	702
2023 Q2	$136	Hold	2	–	–	﹤0.01%	742
2023 Q1	$148	Hold	2	–	–	﹤0.01%	718
2022 Q4	$135	Hold	2	–	–	﹤0.01%	705
2022 Q3	$0	Hold	2	–	–	﹤0.01%	791
2022 Q2	$0	Hold	2	–	–	﹤0.01%	813
2022 Q1	$0	Hold	2	–	–	﹤0.01%	843
2021 Q4	$0	Hold	2	–	–	﹤0.01%	952
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	887
2021 Q2	$1K	Sell	2 -10	-83%	-$3.33K	﹤0.01%	922
2021 Q1	$4K	Buy	+12	New	+$4.42K	﹤0.01%	736
2020 Q3	–	Sell	-45	Closed	-$11K	–	908
2020 Q2	$11K	Sell	45 -279	-86%	-$50.2K	﹤0.01%	479
2020 Q1	$47K	Buy	+324	New	+$32K	0.01%	285
2019 Q4	–	Sell	-18	Closed	-$1K	–	899
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	808
2019 Q2	$2K	Buy	+18	New	+$1.48K	﹤0.01%	755

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Institutional & Family Asset Management's ZM Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Zoom (ZM) in Q1 2024, closing a stake of 2 shares — an estimated $144 sold.

Institutional & Family Asset Management first reported a position in ZM in Q2 2019 and held it in 16 quarters. The position peaked at $47K in Q1 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Institutional & Family Asset Management reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 2 Zoom shares in Q1 2024, an estimated $144.
Institutional & Family Asset Management first reported a position in Zoom in Q2 2019 and held it in 16 quarters.
Institutional & Family Asset Management's Zoom position peaked at $47K in Q1 2020.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.