TS Financial Group (TSFG)’s Zoom ZM Stock Holding History

TS Financial Group (TSFG)’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	-15	Closed	-$1K	–	937
2023 Q4	$1K	Hold	15	–	–	﹤0.01%	860
2023 Q3	$1K	Hold	15	–	–	﹤0.01%	1028
2023 Q2	$1K	Hold	15	–	–	﹤0.01%	975
2023 Q1	$1K	Hold	15	–	–	﹤0.01%	939
2022 Q4	$1K	Hold	15	–	–	﹤0.01%	954
2022 Q3	$1K	Sell	15 -17	-53%	-$1.62K	﹤0.01%	934
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	752
2022 Q1	$4K	Sell	32 -44	-58%	-$5.98K	﹤0.01%	678
2021 Q4	$14K	Sell	76 -434	-85%	-$102K	﹤0.01%	511
2021 Q3	$133K	Buy	510 +25	+5%	+$8.43K	0.05%	179
2021 Q2	$188K	Buy	485 +440	+978%	+$147K	0.08%	136
2021 Q1	$14K	Sell	45 -85	-65%	-$31.3K	0.01%	437
2020 Q4	$44K	Sell	130 -8	-6%	-$3.57K	0.02%	267
2020 Q3	$65K	Sell	138 -65	-32%	-$20.8K	0.04%	191
2020 Q2	$51K	Buy	203 +125	+160%	+$22.5K	0.03%	225
2020 Q1	$11K	Buy	+78	New	+$7.7K	0.01%	370

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

TS Financial Group (TSFG)'s ZM Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Zoom (ZM) in Q1 2024, closing a stake of 15 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in ZM in Q1 2020 and held it in 16 quarters. The position peaked at $188K in Q2 2021. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

TS Financial Group (TSFG) reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 15 Zoom shares in Q1 2024, an estimated $1K.
TS Financial Group (TSFG) first reported a position in Zoom in Q1 2020 and held it in 16 quarters.
TS Financial Group (TSFG)'s Zoom position peaked at $188K in Q2 2021.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.