AWM
ZM icon

Avior Wealth Management’s Zoom ZM Stock Holding History

Avior 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
2025
Q1 		– Sell
-356
Closed -$29.1K – 2392
2024
Q4 		$29.1K Buy
356
+265
+291% +$20.8K ﹤0.01% 1322
2024
Q3 		$6.35K Buy
91
+10
+12% +$625 ﹤0.01% 1693
2024
Q2 		$4.79K Sell
81
-13
-14% -$799 ﹤0.01% 1737
2024
Q1 		$6.14K Buy
94
+63
+203% +$4.2K ﹤0.01% 2021
2023
Q4 		$2.23K Buy
+31
New +$2.05K ﹤0.01% 1290
2022
Q3 		– Sell
-62
Closed -$6K – 1314
2022
Q2 		$6K Sell
62
-65
-51% -$6.86K ﹤0.01% 844
2022
Q1 		$14K Hold
127
– – ﹤0.01% 785
2021
Q4 		$23K Sell
127
-77
-38% -$18.1K ﹤0.01% 684
2021
Q3 		$53K Sell
204
-645
-76% -$217K ﹤0.01% 554
2021
Q2 		$328K Sell
849
-95
-10% -$31.6K 0.03% 356
2021
Q1 		$303K Sell
944
-34
-3% -$12.5K 0.03% 359
2020
Q4 		$329K Sell
978
-47
-5% -$21K 0.04% 335
2020
Q3 		$481K Buy
1,025
+725
+242% +$232K 0.07% 242
2020
Q2 		$76K Buy
300
+265
+757% +$47.7K 0.01% 461
2020
Q1 		$5K Buy
+35
New +$3.45K ﹤0.01% 635

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's ZM Position: Q1 2025 in Review

Avior Wealth Management sold out of Zoom (ZM) in Q1 2025, closing a stake of 356 shares — an estimated $29.1K sold.

Avior Wealth Management first reported a position in ZM in Q1 2020 and held it in 15 quarters. The position peaked at $481K in Q3 2020. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Avior Wealth Management reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 356 Zoom shares in Q1 2025, an estimated $29.1K.
  • Avior Wealth Management first reported a position in Zoom in Q1 2020 and held it in 15 quarters.
  • Avior Wealth Management's Zoom position peaked at $481K in Q3 2020.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.