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IAG Wealth Partners’s Zoom ZM Stock Holding History

IAG Wealth Partners’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
2025
Q1 		– Sell
-80
Closed -$6.53K – 538
2024
Q4 		$6.53K Buy
+80
New +$6.29K ﹤0.01% 398
2023
Q1 		– Sell
-20
Closed -$1.35K – 488
2022
Q4 		$1.35K Hold
20
– – ﹤0.01% 400
2022
Q3 		$1K Hold
20
– – ﹤0.01% 426
2022
Q2 		$2K Hold
20
– – ﹤0.01% 394
2022
Q1 		$2K Hold
20
– – ﹤0.01% 410
2021
Q4 		$4K Hold
20
– – ﹤0.01% 362
2021
Q3 		$6K Hold
20
– – ﹤0.01% 318
2021
Q2 		$8K Hold
20
– – ﹤0.01% 290
2021
Q1 		$7K Hold
20
– – ﹤0.01% 294
2020
Q4 		$7K Hold
20
– – ﹤0.01% 283
2020
Q3 		$10K Hold
20
– – ﹤0.01% 227
2020
Q2 		$6K Hold
20
– – ﹤0.01% 277
2020
Q1 		$3K Buy
+20
New +$1.97K ﹤0.01% 314

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAG Wealth Partners's ZM Position: Q1 2025 in Review

IAG Wealth Partners sold out of Zoom (ZM) in Q1 2025, closing a stake of 80 shares — an estimated $6.53K sold.

IAG Wealth Partners first reported a position in ZM in Q1 2020 and held it in 13 quarters. The position peaked at $10K in Q3 2020. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • IAG Wealth Partners reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 80 Zoom shares in Q1 2025, an estimated $6.53K.
  • IAG Wealth Partners first reported a position in Zoom in Q1 2020 and held it in 13 quarters.
  • IAG Wealth Partners's Zoom position peaked at $10K in Q3 2020.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.