LIWM
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Long Island Wealth Management’s Zoom ZM Stock Holding History

Long Island 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
Q1 		– Sell
-464
Closed -$33K – 428
2023
Q4 		$33K Buy
+464
New +$30.7K 0.02% 151

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
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

Long Island Wealth Management's ZM Position: Q1 2024 in Review

Long Island Wealth Management sold out of Zoom (ZM) in Q1 2024, closing a stake of 464 shares — an estimated $33K sold.

Long Island Wealth Management first reported a position in ZM in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Long Island Wealth Management reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 464 Zoom shares in Q1 2024, an estimated $33K.
  • Long Island Wealth Management first reported a position in Zoom in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Zoom position peaked at $33K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.