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Householder Group Estate & Retirement Specialist’s Zoom ZM Stock Holding History

Householder Group Estate & Retirement Specialist’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
-61
Closed -$4K – 1265
2024
Q3 		$4K Hold
61
– – ﹤0.01% 973
2024
Q2 		$3K Sell
61
-15
-20% -$921 ﹤0.01% 1040
2024
Q1 		$4.97K Hold
76
– – ﹤0.01% 930
2023
Q4 		$5K Hold
76
– – ﹤0.01% 905
2023
Q3 		$5.32K Buy
+76
New +$5.28K ﹤0.01% 929
2023
Q1 		$82K Buy
1,104
+59
+6% +$4.25K 0.03% 348
2022
Q4 		$70K Buy
1,045
+35
+3% +$2.66K 0.1% 96
2022
Q3 		$74K Buy
+1,010
New +$96.2K 0.03% 322

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
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
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ZM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Zoom (ZM) in Q4 2024, closing a stake of 61 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in ZM in Q3 2022 and held it in 8 quarters. The position peaked at $82K in Q1 2023. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 61 Zoom shares in Q4 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in Zoom in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Zoom position peaked at $82K in Q1 2023.
  • 716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.