FTDI
ZM icon

First Trust Direct Indexing’s Zoom ZM Stock Holding History

First Trust Direct Indexing’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
-4,155
Closed -$290K – 963
2024
Q3 		$290K Buy
+4,155
New +$260K 0.02% 755
2024
Q1 		– Sell
-2,885
Closed -$207K – 857
2023
Q4 		$207K Sell
2,885
-960
-25% -$63.5K 0.02% 704
2023
Q3 		$269K Sell
3,845
-202
-5% -$14K 0.03% 552
2023
Q2 		$275K Buy
+4,047
New +$271K 0.03% 567
2022
Q3 		– Sell
-2,038
Closed -$220K – 675
2022
Q2 		$220K Buy
+2,038
New +$215K 0.03% 556
2021
Q3 		– Sell
-765
Closed -$296K – 689
2021
Q2 		$296K Buy
+765
New +$255K 0.04% 467

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 $3.37T AUM 44.26% 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

First Trust Direct Indexing's ZM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Zoom (ZM) in Q4 2024, closing a stake of 4,155 shares — an estimated $290K sold.

First Trust Direct Indexing first reported a position in ZM in Q2 2021 and held it in 6 quarters. The position peaked at $296K in Q2 2021. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,155 Zoom shares in Q4 2024, an estimated $290K.
  • First Trust Direct Indexing first reported a position in Zoom in Q2 2021 and held it in 6 quarters.
  • First Trust Direct Indexing's Zoom position peaked at $296K in Q2 2021.
  • 715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.