Garden State Investment Advisory Services’s Zoom ZM Stock Holding History

Garden State Investment Advisory Services’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	-3,301	Closed	-$230K	–	299
2024 Q3	$230K	Sell	3,301 -713	-18%	-$44.6K	0.07%	198
2024 Q2	$238K	Sell	4,014 -3,089	-43%	-$190K	0.08%	193
2024 Q1	$464K	Sell	7,103 -165	-2%	-$11K	0.17%	117
2023 Q4	$523K	Sell	7,268 -49	-0.7%	-$3.24K	0.21%	101
2023 Q3	$512K	Buy	7,317 +475	+7%	+$33K	0.24%	89
2023 Q2	$464K	Buy	6,842 +1,895	+38%	+$127K	0.18%	100
2023 Q1	$365K	Buy	+4,947	New	+$356K	0.16%	115

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garden State Investment Advisory Services's ZM Position: Q4 2024 in Review

Garden State Investment Advisory Services sold out of Zoom (ZM) in Q4 2024, closing a stake of 3,301 shares — an estimated $230K sold.

Garden State Investment Advisory Services first reported a position in ZM in Q1 2023 and held it in 7 quarters. The position peaked at $523K in Q4 2023. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

Garden State Investment Advisory Services reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
Garden State Investment Advisory Services sold 3,301 Zoom shares in Q4 2024, an estimated $230K.
Garden State Investment Advisory Services first reported a position in Zoom in Q1 2023 and held it in 7 quarters.
Garden State Investment Advisory Services's Zoom position peaked at $523K in Q4 2023.
715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.