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Turtle Creek Wealth Advisors’s Zoom ZM Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-28
Closed -$2.01K – 844
2023
Q4 		$2.01K Buy
+28
New +$1.85K ﹤0.01% 787

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
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

Turtle Creek Wealth Advisors's ZM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Zoom (ZM) in Q1 2024, closing a stake of 28 shares — an estimated $2.01K sold.

Turtle Creek Wealth Advisors first reported a position in ZM in Q4 2023 and held it in 1 quarter. The position peaked at $2.01K in Q4 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 28 Zoom shares in Q1 2024, an estimated $2.01K.
  • Turtle Creek Wealth Advisors first reported a position in Zoom in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Zoom position peaked at $2.01K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.