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TCI Wealth Advisors’s Zoom ZM Stock Holding History

TCI Wealth 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
Q2 		– Sell
-478
Closed -$35.3K – 2305
2023
Q1 		$35.3K Sell
478
-7
-1% -$504 ﹤0.01% 524
2022
Q4 		$32.9K Sell
485
-44
-8% -$3.34K ﹤0.01% 520
2022
Q3 		$39K Buy
529
+194
+58% +$18.5K 0.01% 438
2022
Q2 		$36K Sell
335
-302
-47% -$31.8K 0.01% 457
2022
Q1 		$75K Buy
637
+299
+88% +$40.7K 0.01% 313
2021
Q4 		$62K Buy
338
+30
+10% +$7.05K 0.01% 358
2021
Q3 		$81K Buy
308
+36
+13% +$12.1K 0.01% 326
2021
Q2 		$105K Sell
272
-255
-48% -$84.9K 0.02% 267
2021
Q1 		$169K Buy
527
+174
+49% +$64K 0.07% 181
2020
Q4 		$119K Buy
353
+156
+79% +$69.5K 0.05% 211
2020
Q3 		$93K Buy
197
+13
+7% +$4.16K 0.04% 218
2020
Q2 		$47K Sell
184
-56
-23% -$10.1K 0.02% 319
2020
Q1 		$35K Buy
+240
New +$23.7K 0.02% 363

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Wealth Advisors's ZM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Zoom (ZM) in Q2 2023, closing a stake of 478 shares — an estimated $35.3K sold.

TCI Wealth Advisors first reported a position in ZM in Q1 2020 and held it in 13 quarters. The position peaked at $169K in Q1 2021. 653 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 478 Zoom shares in Q2 2023, an estimated $35.3K.
  • TCI Wealth Advisors first reported a position in Zoom in Q1 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's Zoom position peaked at $169K in Q1 2021.
  • 653 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.