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Pacific Capital Wealth Advisors’s Zoom ZM Stock Holding History

Pacific Capital 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
-10
Closed -$592 – 607
2024
Q2 		$592 Buy
+10
New +$614 ﹤0.01% 467

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacific Capital Wealth Advisors's ZM Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Zoom (ZM) in Q3 2024, closing a stake of 10 shares — an estimated $592 sold.

Pacific Capital Wealth Advisors first reported a position in ZM in Q2 2024 and held it in 1 quarter. The position peaked at $592 in Q2 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 10 Zoom shares in Q3 2024, an estimated $592.
  • Pacific Capital Wealth Advisors first reported a position in Zoom in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Zoom position peaked at $592 in Q2 2024.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

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