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Panoramic Investment Advisors’s Zoom ZM Stock Holding History

Panoramic Investment 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
Q1 		$261K Hold
3,988
– – 0.19% 96
2023
Q4 		$287K Buy
+3,988
New +$264K 0.25% 80

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Panoramic Investment Advisors's ZM Position: Q1 2024 in Review

Panoramic Investment Advisors held its Zoom (ZM) position steady in Q1 2024 at 3,988 shares worth $261K. The position accounts for 0.19% of the portfolio, ranked #96.

Panoramic Investment Advisors first reported a position in ZM in Q4 2023 and has held it in 2 quarters since. The position peaked at $287K in Q4 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Panoramic Investment Advisors held 3,988 shares of Zoom worth $261K as of Q1 2024.
  • Panoramic Investment Advisors left its Zoom share count unchanged in Q1 2024.
  • Zoom made up 0.19% of Panoramic Investment Advisors's portfolio in Q1 2024, its #96 holding.
  • Panoramic Investment Advisors first reported a position in Zoom in Q4 2023 and has held it in 2 quarters since.
  • Panoramic Investment Advisors's Zoom position peaked at $287K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.