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Lowe Wealth Advisors’s Zoom ZM Stock Holding History

Lowe Wealth Advisors’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
-4,060
Closed -$265K – 334
2024
Q1 		$265K Sell
4,060
-200
-5% -$13.3K 0.12% 41
2023
Q4 		$306K Sell
4,260
-125
-3% -$8.27K 0.15% 37
2023
Q3 		$307K Buy
+4,385
New +$304K 0.16% 36

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

Lowe Wealth Advisors's ZM Position: Q2 2024 in Review

Lowe Wealth Advisors sold out of Zoom (ZM) in Q2 2024, closing a stake of 4,060 shares — an estimated $265K sold.

Lowe Wealth Advisors first reported a position in ZM in Q3 2023 and held it in 3 quarters. The position peaked at $307K in Q3 2023. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Lowe Wealth Advisors reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 4,060 Zoom shares in Q2 2024, an estimated $265K.
  • Lowe Wealth Advisors first reported a position in Zoom in Q3 2023 and held it in 3 quarters.
  • Lowe Wealth Advisors's Zoom position peaked at $307K in Q3 2023.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Lowe Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.