Aspetuck Financial Management’s Zoom ZM Stock Holding History

Aspetuck Financial 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
2025 Q1	–	Sell	-500	Closed	-$40.8K	–	197
2024 Q4	$40.8K	Buy	+500	New	+$39.3K	0.03%	113

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NMO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Aspetuck Financial Management's ZM Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Zoom (ZM) in Q1 2025, closing a stake of 500 shares — an estimated $40.8K sold.

Aspetuck Financial Management first reported a position in ZM in Q4 2024 and held it in 1 quarter. The position peaked at $40.8K in Q4 2024. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

Aspetuck Financial Management reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
Aspetuck Financial Management sold 500 Zoom shares in Q1 2025, an estimated $40.8K.
Aspetuck Financial Management first reported a position in Zoom in Q4 2024 and held it in 1 quarter.
Aspetuck Financial Management's Zoom position peaked at $40.8K in Q4 2024.
714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.