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Concourse Financial Group Securities’s Zoom ZM Stock Holding History

Concourse Financial Group Securities’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
-6,810
Closed -$540K – 2170
2024
Q4 		$540K Sell
6,810
-212
-3% -$16.7K 0.03% 459
2024
Q3 		$490K Buy
7,022
+187
+3% +$11.7K 0.03% 461
2024
Q2 		$405K Buy
6,835
+1,782
+35% +$109K 0.03% 504
2024
Q1 		$330K Buy
5,053
+4,437
+720% +$296K 0.02% 528
2023
Q4 		$44.3K Buy
616
+10
+2% +$661 ﹤0.01% 1178
2023
Q3 		$42.4K Sell
606
-38
-6% -$2.64K ﹤0.01% 1138
2023
Q2 		$43.7K Sell
644
-6
-0.9% -$401 ﹤0.01% 1142
2023
Q1 		$48K Sell
650
-54
-8% -$3.89K ﹤0.01% 1111
2022
Q4 		$47.7K Sell
704
-124
-15% -$9.42K ﹤0.01% 1093
2022
Q3 		$61K Sell
828
-120
-13% -$11.4K 0.01% 883
2022
Q2 		$102K Sell
948
-9
-0.9% -$949 0.01% 809
2022
Q1 		$112K Buy
957
+171
+22% +$23.3K 0.01% 822
2021
Q4 		$145K Buy
786
+65
+9% +$15.3K 0.01% 844
2021
Q3 		$189K Buy
721
+106
+17% +$35.7K 0.01% 734
2021
Q2 		$238K Sell
615
-281
-31% -$93.6K 0.01% 658
2021
Q1 		$288K Sell
896
-133
-13% -$49K 0.02% 567
2020
Q4 		$347K Buy
1,029
+542
+111% +$242K 0.03% 460
2020
Q3 		$229K Sell
487
-31
-6% -$9.91K 0.02% 514
2020
Q2 		$131K Sell
518
-159
-23% -$28.6K 0.01% 635
2020
Q1 		$99K Buy
677
+522
+337% +$51.5K 0.01% 666
2019
Q4 		$11K Buy
155
+100
+182% +$6.88K ﹤0.01% 1424
2019
Q3 		$4K Buy
+55
New +$4.95K ﹤0.01% 1405

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's ZM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Zoom (ZM) in Q1 2025, closing a stake of 6,810 shares — an estimated $540K sold.

Concourse Financial Group Securities first reported a position in ZM in Q3 2019 and held it in 22 quarters. The position peaked at $540K in Q4 2024. 712 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,810 Zoom shares in Q1 2025, an estimated $540K.
  • Concourse Financial Group Securities first reported a position in Zoom in Q3 2019 and held it in 22 quarters.
  • Concourse Financial Group Securities's Zoom position peaked at $540K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.