Baldwin Wealth Partners’s Zoom ZM Stock Holding History

Baldwin Wealth Partners’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	-7	Closed	-$414	–	1177
2024 Q2	$414	Buy	+7	New	+$430	﹤0.01%	741
2023 Q1	–	Sell	-4	Closed	-$271	–	819
2022 Q4	$271	Sell	4 -1,521	-100%	-$116K	﹤0.01%	772
2022 Q3	$112K	Hold	1,525	–	–	0.02%	227
2022 Q2	$164K	Hold	1,525	–	–	0.02%	205
2022 Q1	$179K	Buy	1,525 +80	+6%	+$10.9K	0.02%	221
2021 Q4	$266K	Buy	1,445 +120	+9%	+$28.2K	0.03%	180
2021 Q3	$347K	Hold	1,325	–	–	0.04%	152
2021 Q2	$512K	Hold	1,325	–	–	0.06%	116
2021 Q1	$426K	Sell	1,325 -26	-2%	-$9.57K	0.05%	121
2020 Q4	$456K	Buy	1,351 +186	+16%	+$82.9K	0.06%	107
2020 Q3	$548K	Hold	1,165	–	–	0.07%	94
2020 Q2	$296K	Sell	1,165 -185	-14%	-$33.3K	0.04%	132
2020 Q1	$197K	Buy	+1,350	New	+$133K	0.03%	146

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 $3.37T AUM 44.26% 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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

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

Baldwin Wealth Partners's ZM Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Zoom (ZM) in Q3 2024, closing a stake of 7 shares — an estimated $414 sold.

Baldwin Wealth Partners first reported a position in ZM in Q1 2020 and held it in 13 quarters. The position peaked at $548K in Q3 2020. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Baldwin Wealth Partners reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 7 Zoom shares in Q3 2024, an estimated $414.
Baldwin Wealth Partners first reported a position in Zoom in Q1 2020 and held it in 13 quarters.
Baldwin Wealth Partners's Zoom position peaked at $548K in Q3 2020.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.