IPW
ZM icon

Impact Partnership Wealth’s Zoom ZM Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-1
Closed -$64 – 713
2024
Q1 		$64 Hold
1
– – ﹤0.01% 677
2023
Q4 		$71 Sell
1
-7
-88% -$463 ﹤0.01% 824
2023
Q3 		$559 Buy
8
+1
+14% +$69 ﹤0.01% 932
2023
Q2 		$475 Buy
+7
New +$468 ﹤0.01% 859

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Impact Partnership Wealth's ZM Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Zoom (ZM) in Q2 2024, closing a stake of 1 share — an estimated $64 sold.

Impact Partnership Wealth first reported a position in ZM in Q2 2023 and held it in 4 quarters. The position peaked at $559 in Q3 2023. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1 Zoom share in Q2 2024, an estimated $64.
  • Impact Partnership Wealth first reported a position in Zoom in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Zoom position peaked at $559 in Q3 2023.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.