FFA
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Fairfield Financial Advisors’s Zoom ZM Stock Holding History

Fairfield Financial 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
-45
Closed -$3.54K – 279
2024
Q3 		$3.14K Hold
45
– – ﹤0.01% 260
2024
Q2 		$2.66K Buy
+45
New +$2.76K ﹤0.01% 259
2023
Q4 		$3.24K Sell
45
-70
-61% -$4.63K ﹤0.01% 285
2023
Q3 		$8.04K Hold
115
– – ﹤0.01% 234
2023
Q2 		$7.81K Sell
115
-45
-28% -$3.01K ﹤0.01% 251
2023
Q1 		$11.5K Sell
160
-65
-29% -$4.68K 0.01% 232
2022
Q4 		$15.2K Sell
225
-202
-47% -$15.3K 0.01% 185
2022
Q3 		$31.4K Sell
427
-25
-6% -$2.38K 0.01% 144
2022
Q2 		$48.8K Sell
452
-88
-16% -$9.28K 0.02% 116
2022
Q1 		$63.3K Buy
+540
New +$73.4K 0.02% 112

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 $3.38T 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
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

Fairfield Financial Advisors's ZM Position: Q4 2024 in Review

Fairfield Financial Advisors sold out of Zoom (ZM) in Q4 2024, closing a stake of 45 shares — an estimated $3.54K sold.

Fairfield Financial Advisors first reported a position in ZM in Q1 2022 and held it in 10 quarters. The position peaked at $63.3K in Q1 2022. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Fairfield Financial Advisors reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Fairfield Financial Advisors sold 45 Zoom shares in Q4 2024, an estimated $3.54K.
  • Fairfield Financial Advisors first reported a position in Zoom in Q1 2022 and held it in 10 quarters.
  • Fairfield Financial Advisors's Zoom position peaked at $63.3K in Q1 2022.
  • 716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

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