KFS
ZM icon

Kelly Financial Services’s Zoom ZM Stock Holding History

Kelly Financial Services’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
2023
Q3 		– Sell
-30
Closed -$2.04K – 790
2023
Q2 		$2.04K Hold
30
– – ﹤0.01% 549
2023
Q1 		$2.21K Sell
30
-9
-23% -$648 ﹤0.01% 521
2022
Q4 		$2.64K Hold
39
– – ﹤0.01% 477
2022
Q3 		$2.87K Buy
39
+30
+333% +$2.86K ﹤0.01% 465
2022
Q2 		$972 Hold
9
– – ﹤0.01% 561
2022
Q1 		$1.05K Sell
9
-15
-63% -$2.04K ﹤0.01% 568
2021
Q4 		$4.41K Buy
+24
New +$5.64K ﹤0.01% 461

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AIM
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NAMA
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NMO
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State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return