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Planning Capital Management Corporation’s Zoom ZM Stock Holding History

Planning Capital Management Corporation’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 		$45.6K Buy
654
+20
+3% +$1.25K 0.03% 192
2024
Q2 		$37.5K Hold
634
– – 0.03% 217
2024
Q1 		$41.4K Sell
634
-50
-7% -$3.33K 0.03% 203
2023
Q4 		$49.2K Buy
+684
New +$45.2K 0.04% 193

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's ZM Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Zoom (ZM) stake by 3.2% in Q3 2024, buying an estimated $1.25K and bringing the position to 654 shares worth $45.6K. The position accounts for 0.03% of the portfolio, ranked #192.

Planning Capital Management Corporation first reported a position in ZM in Q4 2023 and has held it in 4 quarters since. The position peaked at $49.2K in Q4 2023. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Planning Capital Management Corporation held 654 shares of Zoom worth $45.6K as of Q3 2024.
  • Planning Capital Management Corporation bought 20 Zoom shares in Q3 2024, an estimated $1.25K.
  • Zoom made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #192 holding.
  • Planning Capital Management Corporation first reported a position in Zoom in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Zoom position peaked at $49.2K in Q4 2023.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.