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Tyler-Stone Wealth Management’s Zoom ZM Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-88
Closed -$5.21K – 971
2024
Q2 		$5.21K Hold
88
– – ﹤0.01% 753
2024
Q1 		$5.75K Hold
88
– – ﹤0.01% 735
2023
Q4 		$6.33K Sell
88
-50
-36% -$3.31K ﹤0.01% 695
2023
Q3 		$10K Buy
138
+30
+28% +$2.08K 0.01% 624
2023
Q2 		$7K Buy
+108
New +$7.22K ﹤0.01% 676
2022
Q4 		$9K Sell
128
-77
-38% -$5.85K 0.01% 585
2022
Q3 		$15K Hold
205
– – 0.01% 480
2022
Q2 		$22K Hold
205
– – 0.01% 436
2022
Q1 		$24K Hold
205
– – 0.01% 449
2021
Q4 		$38K Buy
+205
New +$48.2K 0.02% 402

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tyler-Stone Wealth Management's ZM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Zoom (ZM) in Q3 2024, closing a stake of 88 shares — an estimated $5.21K sold.

Tyler-Stone Wealth Management first reported a position in ZM in Q4 2021 and held it in 10 quarters. The position peaked at $38K in Q4 2021. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 88 Zoom shares in Q3 2024, an estimated $5.21K.
  • Tyler-Stone Wealth Management first reported a position in Zoom in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Zoom position peaked at $38K in Q4 2021.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.