Tradition Wealth Management’s Zoom ZM Stock Holding History

Tradition Wealth Management’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	-690	Closed	-$50K	–	1219
2023 Q4	$50K	Buy	690 +591	+597%	+$39.1K	0.01%	630
2023 Q3	$7K	Hold	99	–	–	﹤0.01%	1111
2023 Q2	$7K	Buy	99 +24	+32%	+$1.6K	﹤0.01%	1140
2023 Q1	$6K	Hold	75	–	–	﹤0.01%	1126
2022 Q4	$5K	Hold	75	–	–	﹤0.01%	1064
2022 Q3	$6K	Hold	75	–	–	﹤0.01%	1052
2022 Q2	$8K	Hold	75	–	–	﹤0.01%	884
2022 Q1	$9K	Sell	75 -5	-6%	-$680	﹤0.01%	927
2021 Q4	$15K	Sell	80 -15	-16%	-$3.53K	﹤0.01%	810
2021 Q3	$25K	Hold	95	–	–	﹤0.01%	679
2021 Q2	$37K	Sell	95 -25	-21%	-$8.33K	0.01%	613
2021 Q1	$39K	Hold	120	–	–	0.01%	489
2020 Q4	$40K	Buy	+120	New	+$53.5K	0.01%	452

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NMO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Tradition Wealth Management's ZM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Zoom (ZM) in Q1 2024, closing a stake of 690 shares — an estimated $50K sold.

Tradition Wealth Management first reported a position in ZM in Q4 2020 and held it in 13 quarters. The position peaked at $50K in Q4 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Tradition Wealth Management reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 690 Zoom shares in Q1 2024, an estimated $50K.
Tradition Wealth Management first reported a position in Zoom in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Zoom position peaked at $50K in Q4 2023.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.