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Register Financial Advisors’s Zoom ZM Stock Holding History

Register Financial 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 		– Sell
-34
Closed -$2.01K – 713
2024
Q2 		$2.01K Hold
34
– – ﹤0.01% 663
2024
Q1 		$2.22K Buy
+34
New +$2.27K ﹤0.01% 671
2023
Q4 		– Sell
-84
Closed -$5.88K – 630
2023
Q3 		$5.88K Hold
84
– – ﹤0.01% 455
2023
Q2 		$5.7K Hold
84
– – ﹤0.01% 440
2023
Q1 		$6.2K Sell
84
-40
-32% -$2.88K ﹤0.01% 433
2022
Q4 		$8.4K Buy
+124
New +$9.42K 0.01% 631

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

Register Financial Advisors's ZM Position: Q3 2024 in Review

Register Financial Advisors sold out of Zoom (ZM) in Q3 2024, closing a stake of 34 shares — an estimated $2.01K sold.

Register Financial Advisors first reported a position in ZM in Q4 2022 and held it in 6 quarters. The position peaked at $8.4K in Q4 2022. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Register Financial Advisors reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 34 Zoom shares in Q3 2024, an estimated $2.01K.
  • Register Financial Advisors first reported a position in Zoom in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Zoom position peaked at $8.4K in Q4 2022.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.