Thoroughbred Financial Services’s Zoom ZM Stock Holding History

Thoroughbred Financial Services’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 Q1	–	Sell	-3,656	Closed	-$262K	–	618
2023 Q4	$262K	Buy	+3,656	New	+$242K	0.02%	501
2021 Q4	–	Sell	-832	Closed	-$217K	–	356
2021 Q3	$217K	Buy	832 +183	+28%	+$61.7K	0.05%	295
2021 Q2	$251K	Buy	+649	New	+$216K	0.06%	264

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Thoroughbred Financial Services's ZM Position: Q1 2024 in Review

Thoroughbred Financial Services sold out of Zoom (ZM) in Q1 2024, closing a stake of 3,656 shares — an estimated $262K sold.

Thoroughbred Financial Services first reported a position in ZM in Q2 2021 and held it in 3 quarters. The position peaked at $262K in Q4 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Thoroughbred Financial Services reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Thoroughbred Financial Services sold 3,656 Zoom shares in Q1 2024, an estimated $262K.
Thoroughbred Financial Services first reported a position in Zoom in Q2 2021 and held it in 3 quarters.
Thoroughbred Financial Services's Zoom position peaked at $262K in Q4 2023.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Thoroughbred Financial Services's 13F filing for Q1 2024, filed 7 May 2024.