Trivium Point Advisory’s Zoom ZM Stock Holding History

Trivium Point Advisory’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 Q2	–	Sell	-6,274	Closed	-$410K	–	309
2024 Q1	$410K	Buy	+6,274	New	+$418K	0.09%	170

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

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

NMO

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Trivium Point Advisory's ZM Position: Q2 2024 in Review

Trivium Point Advisory sold out of Zoom (ZM) in Q2 2024, closing a stake of 6,274 shares — an estimated $410K sold.

Trivium Point Advisory first reported a position in ZM in Q1 2024 and held it in 1 quarter. The position peaked at $410K in Q1 2024. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Trivium Point Advisory reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
Trivium Point Advisory sold 6,274 Zoom shares in Q2 2024, an estimated $410K.
Trivium Point Advisory first reported a position in Zoom in Q1 2024 and held it in 1 quarter.
Trivium Point Advisory's Zoom position peaked at $410K in Q1 2024.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Trivium Point Advisory's 13F filing for Q2 2024, filed 14 Aug 2024.