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 – 784
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

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kelly Financial Services's ZM Position: Q3 2023 in Review

Kelly Financial Services sold out of Zoom (ZM) in Q3 2023, closing a stake of 30 shares — an estimated $2.04K sold.

Kelly Financial Services first reported a position in ZM in Q4 2021 and held it in 7 quarters. The position peaked at $4.41K in Q4 2021. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

  • Kelly Financial Services reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
  • Kelly Financial Services sold 30 Zoom shares in Q3 2023, an estimated $2.04K.
  • Kelly Financial Services first reported a position in Zoom in Q4 2021 and held it in 7 quarters.
  • Kelly Financial Services's Zoom position peaked at $4.41K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.