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Investment Research & Advisory Group’s Zoom ZM Stock Holding History

Investment Research & Advisory Group’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
-100
Closed -$6.97K – 219
2024
Q3 		$6.97K Hold
100
– – ﹤0.01% 165
2024
Q2 		$5.92K Hold
100
– – ﹤0.01% 166
2024
Q1 		$6.54K Hold
100
– – ﹤0.01% 163
2023
Q4 		$7.19K Hold
100
– – ﹤0.01% 157
2023
Q3 		$6.99K Hold
100
– – ﹤0.01% 160
2023
Q2 		$6.79K Hold
100
– – ﹤0.01% 172
2023
Q1 		$7.38K Hold
100
– – ﹤0.01% 151
2022
Q4 		$6.77K Hold
100
– – ﹤0.01% 149
2022
Q3 		$7K Hold
100
– – 0.01% 153
2022
Q2 		$11K Buy
+100
New +$10.5K 0.01% 130

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investment Research & Advisory Group's ZM Position: Q4 2024 in Review

Investment Research & Advisory Group sold out of Zoom (ZM) in Q4 2024, closing a stake of 100 shares — an estimated $6.97K sold.

Investment Research & Advisory Group first reported a position in ZM in Q2 2022 and held it in 10 quarters. The position peaked at $11K in Q2 2022. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Investment Research & Advisory Group reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 100 Zoom shares in Q4 2024, an estimated $6.97K.
  • Investment Research & Advisory Group first reported a position in Zoom in Q2 2022 and held it in 10 quarters.
  • Investment Research & Advisory Group's Zoom position peaked at $11K in Q2 2022.
  • 716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Investment Research & Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.