RJFSA
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Raymond James Financial Services Advisors’s Zoom ZM Stock Holding History

Raymond James Financial Services 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 		$4.19M Sell
60,014
-6,590
-10% -$412K 0.01% 1323
2024
Q2 		$3.94M Buy
66,604
+3,994
+6% +$245K 0.01% 1286
2024
Q1 		$4.09M Buy
62,610
+488
+0.8% +$32.5K 0.01% 1248
2023
Q4 		$4.47M Sell
62,122
-842
-1% -$55.7K 0.01% 1141
2023
Q3 		$4.4M Buy
62,964
+2,573
+4% +$179K 0.01% 1076
2023
Q2 		$4.1M Buy
60,391
+23,853
+65% +$1.59M 0.01% 1130
2023
Q1 		$2.7M Sell
36,538
-646
-2% -$46.5K 0.01% 1313
2022
Q4 		$2.52M Sell
37,184
-8,767
-19% -$666K 0.01% 1319
2022
Q3 		$3.38M Buy
45,951
+4,618
+11% +$440K 0.01% 1132
2022
Q2 		$4.46M Buy
41,333
+603
+1% +$63.6K 0.01% 980
2022
Q1 		$4.78M Sell
40,730
-4,641
-10% -$631K 0.01% 1023
2021
Q4 		$8.34M Sell
45,371
-2,251
-5% -$529K 0.02% 762
2021
Q3 		$12.5M Sell
47,622
-1,113
-2% -$375K 0.03% 584
2021
Q2 		$18.9M Sell
48,735
-6,250
-11% -$2.08M 0.04% 453
2021
Q1 		$17.7M Buy
54,985
+7,180
+15% +$2.64M 0.04% 433
2020
Q4 		$16.1M Sell
47,805
-9,097
-16% -$4.06M 0.04% 425
2020
Q3 		$26.8M Sell
56,902
-20,436
-26% -$6.54M 0.08% 252
2020
Q2 		$19.6M Sell
77,338
-37,600
-33% -$6.77M 0.06% 304
2020
Q1 		$16.8M Buy
114,938
+77,558
+207% +$7.65M 0.07% 242
2019
Q4 		$2.54M Buy
37,380
+5,895
+19% +$406K 0.01% 1056
2019
Q3 		$2.4M Buy
31,485
+19,781
+169% +$1.78M 0.01% 1015
2019
Q2 		$1.04M Buy
+11,704
New +$963K ﹤0.01% 1480

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 $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 $3.37T AUM 44.26% 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

Raymond James Financial Services Advisors's ZM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Zoom (ZM) stake by 9.9% in Q3 2024, selling an estimated $412K and leaving 60,014 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #1323.

Raymond James Financial Services Advisors first reported a position in ZM in Q2 2019 and has held it in 22 quarters since. The position peaked at $26.8M in Q3 2020. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Raymond James Financial Services Advisors held 60,014 shares of Zoom worth $4.19M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 6,590 Zoom shares in Q3 2024, an estimated $412K.
  • Zoom made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1323 holding.
  • Raymond James Financial Services Advisors first reported a position in Zoom in Q2 2019 and has held it in 22 quarters since.
  • Raymond James Financial Services Advisors's Zoom position peaked at $26.8M in Q3 2020.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.