Mark Sheptoff Financial Planning’s Zoom ZM Stock Holding History

Mark Sheptoff Financial Planning’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	-210	Closed	-$15.1K	–	427
2023 Q4	$15.1K	Sell	210 -300	-59%	-$19.8K	0.01%	251
2023 Q3	$35.7K	Hold	510	–	–	0.02%	171
2023 Q2	$34.6K	Hold	510	–	–	0.02%	187
2023 Q1	$37.7K	Hold	510	–	–	0.02%	170
2022 Q4	$34.5K	Hold	510	–	–	0.02%	169
2022 Q3	$38K	Hold	510	–	–	0.02%	162
2022 Q2	$55K	Buy	510 +300	+143%	+$31.6K	0.03%	151
2022 Q1	$25K	Sell	210 -100	-32%	-$13.6K	0.01%	232
2021 Q4	$57K	Hold	310	–	–	0.03%	178
2021 Q3	$81K	Hold	310	–	–	0.04%	150
2021 Q2	$120K	Hold	310	–	–	0.06%	129
2021 Q1	$100K	Hold	310	–	–	0.06%	125
2020 Q4	$105K	Hold	310	–	–	0.06%	128
2020 Q3	$146K	Buy	310 +60	+24%	+$19.2K	0.09%	107
2020 Q2	$63K	Sell	250 -950	-79%	-$171K	0.04%	137
2020 Q1	$175K	Buy	+1,200	New	+$118K	0.13%	84

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Mark Sheptoff Financial Planning's ZM Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Zoom (ZM) in Q1 2024, closing a stake of 210 shares — an estimated $15.1K sold.

Mark Sheptoff Financial Planning first reported a position in ZM in Q1 2020 and held it in 16 quarters. The position peaked at $175K in Q1 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Mark Sheptoff Financial Planning reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 210 Zoom shares in Q1 2024, an estimated $15.1K.
Mark Sheptoff Financial Planning first reported a position in Zoom in Q1 2020 and held it in 16 quarters.
Mark Sheptoff Financial Planning's Zoom position peaked at $175K in Q1 2020.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.