RJA
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Raymond James & Associates’s Zoom ZM Stock Holding History

Raymond James & Associates’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 		$3.7M Buy
53,089
+383
+0.7% +$23.9K ﹤0.01% 1861
2024
Q2 		$3.12M Sell
52,706
-26,767
-34% -$1.64M ﹤0.01% 1895
2024
Q1 		$5.2M Sell
79,473
-596
-0.7% -$39.7K ﹤0.01% 1545
2023
Q4 		$5.76M Sell
80,069
-2,719
-3% -$180K ﹤0.01% 1444
2023
Q3 		$5.79M Buy
82,788
+3,203
+4% +$222K ﹤0.01% 1370
2023
Q2 		$5.4M Buy
79,585
+2,265
+3% +$151K ﹤0.01% 1426
2023
Q1 		$5.71M Buy
77,320
+2,314
+3% +$167K 0.01% 1378
2022
Q4 		$5.08M Sell
75,006
-10,137
-12% -$770K ﹤0.01% 1386
2022
Q3 		$6.27M Buy
85,143
+711
+0.8% +$67.7K 0.01% 1223
2022
Q2 		$9.12M Sell
84,432
-37,793
-31% -$3.99M 0.01% 1033
2022
Q1 		$14.3M Buy
122,225
+57,528
+89% +$7.82M 0.01% 881
2021
Q4 		$11.9M Sell
64,697
-14,544
-18% -$3.42M 0.01% 1000
2021
Q3 		$20.7M Sell
79,241
-6,261
-7% -$2.11M 0.02% 686
2021
Q2 		$33.1M Sell
85,502
-18,455
-18% -$6.15M 0.03% 477
2021
Q1 		$33.4M Buy
103,957
+12,341
+13% +$4.54M 0.03% 444
2020
Q4 		$30.9M Sell
91,616
-8,324
-8% -$3.71M 0.03% 444
2020
Q3 		$47M Buy
99,940
+7,127
+8% +$2.28M 0.06% 275
2020
Q2 		$23.5M Sell
92,813
-4,352
-4% -$783K 0.03% 463
2020
Q1 		$14.2M Buy
97,165
+52,728
+119% +$5.2M 0.02% 584
2019
Q4 		$3.02M Sell
44,437
-52,973
-54% -$3.65M ﹤0.01% 1572
2019
Q3 		$7.42M Buy
97,410
+65,687
+207% +$5.92M 0.01% 1011
2019
Q2 		$2.82M Buy
+31,723
New +$2.61M ﹤0.01% 1587

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 $3.37T AUM 44.26% 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

Raymond James & Associates's ZM Position: Q3 2024 in Review

Raymond James & Associates increased its Zoom (ZM) stake by 0.73% in Q3 2024, buying an estimated $23.9K and bringing the position to 53,089 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Raymond James & Associates first reported a position in ZM in Q2 2019 and has held it in 22 quarters since. The position peaked at $47M in Q3 2020. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Raymond James & Associates held 53,089 shares of Zoom worth $3.7M as of Q3 2024.
  • Raymond James & Associates bought 383 Zoom shares in Q3 2024, an estimated $23.9K.
  • Zoom made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1861 holding.
  • Raymond James & Associates first reported a position in Zoom in Q2 2019 and has held it in 22 quarters since.
  • Raymond James & Associates's Zoom position peaked at $47M in Q3 2020.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.