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Dakota Wealth Management’s Zoom ZM Stock Holding History

Dakota Wealth Management’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
-10,408
Closed -$849K – 808
2024
Q4 		$849K Buy
+10,408
New +$818K 0.02% 394
2021
Q3 		– Sell
-667
Closed -$258K – 372
2021
Q2 		$258K Sell
667
-190
-22% -$63.3K 0.03% 294
2021
Q1 		$275K Sell
857
-20
-2% -$7.36K 0.04% 268
2020
Q4 		$296K Sell
877
-484
-36% -$216K 0.04% 259
2020
Q3 		$640K Buy
+1,361
New +$435K 0.1% 155

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

Dakota Wealth Management's ZM Position: Q1 2025 in Review

Dakota Wealth Management sold out of Zoom (ZM) in Q1 2025, closing a stake of 10,408 shares — an estimated $849K sold.

Dakota Wealth Management first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $849K in Q4 2024. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Dakota Wealth Management reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 10,408 Zoom shares in Q1 2025, an estimated $849K.
  • Dakota Wealth Management first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Dakota Wealth Management's Zoom position peaked at $849K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.