BankPlus Trust Department’s Zoom ZM Stock Holding History

BankPlus Trust Department’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	-6	Closed	-$490	–	519
2024 Q4	$490	Buy	+6	New	+$472	﹤0.01%	458

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

BankPlus Trust Department's ZM Position: Q1 2025 in Review

BankPlus Trust Department sold out of Zoom (ZM) in Q1 2025, closing a stake of 6 shares — an estimated $490 sold.

BankPlus Trust Department first reported a position in ZM in Q4 2024 and held it in 1 quarter. The position peaked at $490 in Q4 2024. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

BankPlus Trust Department reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
BankPlus Trust Department sold 6 Zoom shares in Q1 2025, an estimated $490.
BankPlus Trust Department first reported a position in Zoom in Q4 2024 and held it in 1 quarter.
BankPlus Trust Department's Zoom position peaked at $490 in Q4 2024.
714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on BankPlus Trust Department's 13F filing for Q1 2025, filed 1 May 2025.