Phoenix Wealth Advisors’s Zoom ZM Stock Holding History

Phoenix 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 Q1	–	Sell	-3,143	Closed	-$217K	–	121
2023 Q4	$217K	Sell	3,143 -59	-2%	-$3.9K	0.15%	107
2023 Q3	$224K	Sell	3,202 -24	-0.7%	-$1.67K	0.13%	105
2023 Q2	$219K	Sell	3,226 -167	-5%	-$11.2K	0.13%	102
2023 Q1	$251K	Sell	3,393 -71	-2%	-$5.12K	0.16%	91
2022 Q4	$235K	Sell	3,464 -515	-13%	-$39.1K	0.14%	97
2022 Q3	$293K	Sell	3,979 -2,745	-41%	-$261K	0.29%	74
2022 Q2	$726K	Sell	6,724 -846	-11%	-$89.2K	0.72%	35
2022 Q1	$879K	Buy	+7,570	New	+$1.03M	0.91%	26
2021 Q4	–	Sell	-43	Closed	-$11K	–	365
2021 Q3	$11K	Sell	43 -2,995	-99%	-$1.01M	0.01%	300
2021 Q2	$1.22M	Buy	3,038 +784	+35%	+$261K	0.88%	31
2021 Q1	$735K	Buy	+2,254	New	+$830K	0.57%	45

Other funds holding ZM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Phoenix Wealth Advisors's ZM Position: Q1 2024 in Review

Phoenix Wealth Advisors sold out of Zoom (ZM) in Q1 2024, closing a stake of 3,143 shares — an estimated $217K sold.

Phoenix Wealth Advisors first reported a position in ZM in Q1 2021 and held it in 11 quarters. The position peaked at $1.22M in Q2 2021. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Phoenix Wealth Advisors reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Phoenix Wealth Advisors sold 3,143 Zoom shares in Q1 2024, an estimated $217K.
Phoenix Wealth Advisors first reported a position in Zoom in Q1 2021 and held it in 11 quarters.
Phoenix Wealth Advisors's Zoom position peaked at $1.22M in Q2 2021.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.