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RE Dickinson Investment Advisors’s Zoom ZM Stock Holding History

RE Dickinson 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
2023
Q4 		– Sell
-12
Closed -$1K – 290
2023
Q3 		$1K Hold
12
– – ﹤0.01% 263
2023
Q2 		$1K Hold
12
– – ﹤0.01% 375
2023
Q1 		$1K Hold
12
– – ﹤0.01% 397
2022
Q4 		$1K Hold
12
– – ﹤0.01% 378
2022
Q3 		$1K Hold
12
– – ﹤0.01% 251
2022
Q2 		$1K Sell
12
-50
-81% -$5.27K ﹤0.01% 280
2022
Q1 		$7K Buy
62
+1
+2% +$136 ﹤0.01% 200
2021
Q4 		$11K Buy
+61
New +$14.3K 0.01% 173

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RE Dickinson Investment Advisors's ZM Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Zoom (ZM) in Q4 2023, closing a stake of 12 shares — an estimated $1K sold.

RE Dickinson Investment Advisors first reported a position in ZM in Q4 2021 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 12 Zoom shares in Q4 2023, an estimated $1K.
  • RE Dickinson Investment Advisors first reported a position in Zoom in Q4 2021 and held it in 8 quarters.
  • RE Dickinson Investment Advisors's Zoom position peaked at $11K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.