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ZM icon

BOK Financial’s Zoom ZM Stock Holding History

BOK Financial’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
Q4 		– Sell
-9
Closed -$605 – 1471
2024
Q3 		$605 Buy
+9
New +$563 ﹤0.01% 1195
2023
Q2 		– Sell
-115
Closed -$8.49K – 1190
2023
Q1 		$8.49K Buy
+115
New +$8.29K ﹤0.01% 1008
2022
Q3 		– Sell
-16,760
Closed -$1.81M – 948
2022
Q2 		$1.81M Sell
16,760
-1,756
-9% -$185K 0.03% 389
2022
Q1 		$2.17M Buy
18,516
+2,264
+14% +$308K 0.04% 385
2021
Q4 		$2.99M Sell
16,252
-2,189
-12% -$515K 0.05% 325
2021
Q3 		$4.82M Buy
+18,441
New +$6.22M 0.08% 238
2021
Q1 		$1.36M Buy
4,249
+3,208
+308% +$1.18M 0.02% 471
2020
Q4 		$351K Sell
1,041
-927
-47% -$413K 0.01% 735
2020
Q3 		$925K Buy
+1,968
New +$629K 0.02% 485

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

BOK Financial's ZM Position: Q4 2024 in Review

BOK Financial sold out of Zoom (ZM) in Q4 2024, closing a stake of 9 shares — an estimated $605 sold.

BOK Financial first reported a position in ZM in Q3 2020 and held it in 9 quarters. The position peaked at $4.82M in Q3 2021. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • BOK Financial reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 9 Zoom shares in Q4 2024, an estimated $605.
  • BOK Financial first reported a position in Zoom in Q3 2020 and held it in 9 quarters.
  • BOK Financial's Zoom position peaked at $4.82M in Q3 2021.
  • 715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.