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CGC Financial Services’s Zoom ZM Stock Holding History

CGC Financial Services’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
-3
Closed -$245 – 350
2024
Q4 		$245 Hold
3
– – ﹤0.01% 329
2024
Q3 		$209 Hold
3
– – ﹤0.01% 331
2024
Q2 		$178 Hold
3
– – ﹤0.01% 336
2024
Q1 		$196 Hold
3
– – ﹤0.01% 343
2023
Q4 		$216 Hold
3
– – ﹤0.01% 352
2023
Q3 		$210 Sell
3
-9
-75% -$625 ﹤0.01% 315
2023
Q2 		$815 Buy
+12
New +$802 ﹤0.01% 301

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 $3.38T AUM 44.17% 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

CGC Financial Services's ZM Position: Q1 2025 in Review

CGC Financial Services sold out of Zoom (ZM) in Q1 2025, closing a stake of 3 shares — an estimated $245 sold.

CGC Financial Services first reported a position in ZM in Q2 2023 and held it in 7 quarters. The position peaked at $815 in Q2 2023. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • CGC Financial Services reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • CGC Financial Services sold 3 Zoom shares in Q1 2025, an estimated $245.
  • CGC Financial Services first reported a position in Zoom in Q2 2023 and held it in 7 quarters.
  • CGC Financial Services's Zoom position peaked at $815 in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on CGC Financial Services's 13F filing for Q1 2025, filed 14 Apr 2025.