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
2021 Q1	–	Sell	-600	Closed	-$202K	–	2246
2020 Q4	$202K	Hold	600	–	–	0.09%	160
2020 Q3	$282K	Sell	600 -400	-40%	-$128K	0.11%	133
2020 Q2	$254K	Buy	+1,000	New	+$180K	0.11%	128

Other funds holding ZM

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

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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.