GIA
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GHP Investment Advisors’s Zoom ZM Stock Holding History

GHP Investment 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
Q1 		– Sell
-50
Closed -$3.6K – 876
2023
Q4 		$3.6K Hold
50
– – ﹤0.01% 724
2023
Q3 		$3.14K Sell
50
-50
-50% -$3.47K ﹤0.01% 815
2023
Q2 		$6.66K Sell
100
-200
-67% -$13.4K ﹤0.01% 745
2023
Q1 		$22.2K Hold
300
– – ﹤0.01% 574
2022
Q4 		$20.3K Hold
300
– – ﹤0.01% 584
2022
Q3 		$22K Hold
300
– – ﹤0.01% 566
2022
Q2 		$32K Buy
300
+50
+20% +$5.27K ﹤0.01% 527
2022
Q1 		$29K Buy
+250
New +$34K ﹤0.01% 561

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

GHP Investment Advisors's ZM Position: Q1 2024 in Review

GHP Investment Advisors sold out of Zoom (ZM) in Q1 2024, closing a stake of 50 shares — an estimated $3.6K sold.

GHP Investment Advisors first reported a position in ZM in Q1 2022 and held it in 8 quarters. The position peaked at $32K in Q2 2022. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • GHP Investment Advisors reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 50 Zoom shares in Q1 2024, an estimated $3.6K.
  • GHP Investment Advisors first reported a position in Zoom in Q1 2022 and held it in 8 quarters.
  • GHP Investment Advisors's Zoom position peaked at $32K in Q2 2022.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on GHP Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.