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IPG Investment Advisors’s Zoom ZM Stock Holding History

IPG 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
-4,700
Closed -$338K – 226
2023
Q4 		$338K Buy
+4,700
New +$311K 0.07% 133
2022
Q3 		– Sell
-2,348
Closed -$254K – 184
2022
Q2 		$254K Buy
+2,348
New +$248K 0.06% 124
2021
Q3 		– Sell
-2,592
Closed -$1M – 164
2021
Q2 		$1M Buy
+2,592
New +$863K 0.29% 52
2020
Q4 		– Sell
-683
Closed -$321K – 195
2020
Q3 		$321K Buy
+683
New +$218K 0.09% 109

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

IPG Investment Advisors sold out of Zoom (ZM) in Q1 2024, closing a stake of 4,700 shares — an estimated $338K sold.

IPG Investment Advisors first reported a position in ZM in Q3 2020 and held it in 4 quarters. The position peaked at $1M in Q2 2021. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • IPG Investment Advisors reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 4,700 Zoom shares in Q1 2024, an estimated $338K.
  • IPG Investment Advisors first reported a position in Zoom in Q3 2020 and held it in 4 quarters.
  • IPG Investment Advisors's Zoom position peaked at $1M in Q2 2021.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.