Scarborough Advisors’s Zoom ZM Stock Holding History

Scarborough 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	-6	Closed	-$355	–	474
2024 Q2	$355	Hold	6	–	–	﹤0.01%	376
2024 Q1	$392	Hold	6	–	–	﹤0.01%	369
2023 Q4	$431	Buy	+6	New	+$397	﹤0.01%	668

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Scarborough Advisors's ZM Position: Q3 2024 in Review

Scarborough Advisors sold out of Zoom (ZM) in Q3 2024, closing a stake of 6 shares — an estimated $355 sold.

Scarborough Advisors first reported a position in ZM in Q4 2023 and held it in 3 quarters. The position peaked at $431 in Q4 2023. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Scarborough Advisors reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
Scarborough Advisors sold 6 Zoom shares in Q3 2024, an estimated $355.
Scarborough Advisors first reported a position in Zoom in Q4 2023 and held it in 3 quarters.
Scarborough Advisors's Zoom position peaked at $431 in Q4 2023.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.