Claris Advisors’s Zoom ZM Stock Holding History

Claris Advisors’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	-$628	–	1207
2024 Q3	$628	Buy	+9	New	+$563	﹤0.01%	578

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Claris Advisors's ZM Position: Q4 2024 in Review

Claris Advisors sold out of Zoom (ZM) in Q4 2024, closing a stake of 9 shares — an estimated $628 sold.

Claris Advisors first reported a position in ZM in Q3 2024 and held it in 1 quarter. The position peaked at $628 in Q3 2024. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

Claris Advisors reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 Zoom shares in Q4 2024, an estimated $628.
Claris Advisors first reported a position in Zoom in Q3 2024 and held it in 1 quarter.
Claris Advisors's Zoom position peaked at $628 in Q3 2024.
716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.