Opal Wealth Advisors’s Zoom ZM Stock Holding History

Opal 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 Q3	–	Sell	-92	Closed	-$5.45K	–	1207
2024 Q2	$5.45K	Buy	92 +8	+10%	+$491	﹤0.01%	785
2024 Q1	$5.49K	Buy	+84	New	+$5.6K	﹤0.01%	266

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NMO

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Opal Wealth Advisors's ZM Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Zoom (ZM) in Q3 2024, closing a stake of 92 shares — an estimated $5.45K sold.

Opal Wealth Advisors first reported a position in ZM in Q1 2024 and held it in 2 quarters. The position peaked at $5.49K in Q1 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Opal Wealth Advisors reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 92 Zoom shares in Q3 2024, an estimated $5.45K.
Opal Wealth Advisors first reported a position in Zoom in Q1 2024 and held it in 2 quarters.
Opal Wealth Advisors's Zoom position peaked at $5.49K in Q1 2024.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.