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Mezzasalma Advisors’s Zoom ZM Stock Holding History

Mezzasalma 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
-10,090
Closed -$660K – 110
2024
Q1 		$660K Sell
10,090
-10,630
-51% -$709K 0.31% 51
2023
Q4 		$1.49M Sell
20,720
-350
-2% -$23.1K 0.81% 27
2023
Q3 		$1.47M Sell
21,070
-40
-0.2% -$2.78K 0.91% 26
2023
Q2 		$1.43M Buy
21,110
+115
+0.5% +$7.69K 0.87% 26
2023
Q1 		$1.55M Sell
20,995
-130
-0.6% -$9.37K 1.1% 23
2022
Q4 		$1.43M Sell
21,125
-1,730
-8% -$131K 1.25% 21
2022
Q3 		$1.68M Sell
22,855
-10
-0% -$952 1.34% 18
2022
Q2 		$2.47M Sell
22,865
-30
-0.1% -$3.16K 2.09% 12
2022
Q1 		$2.68M Sell
22,895
-1,510
-6% -$205K 1.67% 16
2021
Q4 		$4.49M Sell
24,405
-1,330
-5% -$313K 2.41% 12
2021
Q3 		$6.73M Buy
25,735
+10,485
+69% +$3.54M 3.78% 6
2021
Q2 		$5.9M Hold
15,250
– – 3.25% 8
2021
Q1 		$4.9M Sell
15,250
-70
-0.5% -$25.8K 3.14% 9
2020
Q4 		$5.17M Buy
+15,320
New +$6.83M 3.31% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Mezzasalma Advisors's ZM Position: Q2 2024 in Review

Mezzasalma Advisors sold out of Zoom (ZM) in Q2 2024, closing a stake of 10,090 shares — an estimated $660K sold.

Mezzasalma Advisors first reported a position in ZM in Q4 2020 and held it in 14 quarters. The position peaked at $6.73M in Q3 2021. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Mezzasalma Advisors reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Mezzasalma Advisors sold 10,090 Zoom shares in Q2 2024, an estimated $660K.
  • Mezzasalma Advisors first reported a position in Zoom in Q4 2020 and held it in 14 quarters.
  • Mezzasalma Advisors's Zoom position peaked at $6.73M in Q3 2021.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.