JWM
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Janiczek Wealth Management’s Zoom ZM Stock Holding History

Janiczek 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
-90
Closed -$5.88K – 1131
2024
Q1 		$5.88K Hold
90
– – ﹤0.01% 748
2023
Q4 		$6.47K Hold
90
– – ﹤0.01% 725
2023
Q3 		$6.29K Hold
90
– – ﹤0.01% 699
2023
Q2 		$6.11K Hold
90
– – ﹤0.01% 630
2023
Q1 		$6.25K Buy
+90
New +$6.49K ﹤0.01% 637
2022
Q4 		– Sell
-9
Closed -$1K – 1081
2022
Q3 		$1K Sell
9
-39
-81% -$3.71K ﹤0.01% 892
2022
Q2 		$5K Sell
48
-5
-9% -$527 ﹤0.01% 679
2022
Q1 		$6K Buy
53
+18
+51% +$2.45K ﹤0.01% 653
2021
Q4 		$6K Buy
35
+21
+150% +$4.94K ﹤0.01% 688
2021
Q3 		$4K Sell
14
-17
-55% -$5.73K ﹤0.01% 744
2021
Q2 		$12K Sell
31
-82
-73% -$27.3K ﹤0.01% 534
2021
Q1 		$36K Sell
113
-44
-28% -$16.2K 0.01% 293
2020
Q4 		$53K Buy
157
+122
+349% +$54.4K 0.03% 197
2020
Q3 		$16K Buy
+35
New +$11.2K 0.01% 181

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

Janiczek Wealth Management's ZM Position: Q2 2024 in Review

Janiczek Wealth Management sold out of Zoom (ZM) in Q2 2024, closing a stake of 90 shares — an estimated $5.88K sold.

Janiczek Wealth Management first reported a position in ZM in Q3 2020 and held it in 14 quarters. The position peaked at $53K in Q4 2020. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Janiczek Wealth Management reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 90 Zoom shares in Q2 2024, an estimated $5.88K.
  • Janiczek Wealth Management first reported a position in Zoom in Q3 2020 and held it in 14 quarters.
  • Janiczek Wealth Management's Zoom position peaked at $53K in Q4 2020.
  • 656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.