LWM
ZM icon

Lyell Wealth Management’s Zoom ZM Stock Holding History

Lyell Wealth Management’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
-6,622
Closed -$462K – 210
2024
Q3 		$462K Sell
6,622
-1,799
-21% -$112K 0.04% 148
2024
Q2 		$498K Sell
8,421
-83
-1% -$5.1K 0.05% 138
2024
Q1 		$556K Sell
8,504
-1,007
-11% -$67.1K 0.06% 131
2023
Q4 		$684K Sell
9,511
-270
-3% -$17.9K 0.08% 119
2023
Q3 		$684K Sell
9,781
-315
-3% -$21.9K 0.09% 113
2023
Q2 		$685K Sell
10,096
-3,868
-28% -$259K 0.09% 121
2023
Q1 		$1.03M Sell
13,964
-6,335
-31% -$456K 0.14% 106
2022
Q4 		$1.38M Sell
20,299
-9,090
-31% -$690K 0.22% 94
2022
Q3 		$2.16M Sell
29,389
-1,621
-5% -$154K 0.37% 82
2022
Q2 		$3.35M Sell
31,010
-1,005
-3% -$106K 0.55% 67
2022
Q1 		$3.75M Sell
32,015
-1,924
-6% -$262K 0.48% 71
2021
Q4 		$6.24M Sell
33,939
-1,973
-5% -$464K 0.71% 51
2021
Q3 		$9.39M Buy
35,912
+4,948
+16% +$1.67M 1.14% 34
2021
Q2 		$12M Buy
30,964
+232
+0.8% +$77.3K 1.48% 21
2021
Q1 		$9.87M Sell
30,732
-465
-1% -$171K 1.44% 25
2020
Q4 		$10.5M Sell
31,197
-360
-1% -$161K 1.68% 18
2020
Q3 		$14.8M Sell
31,557
-179
-0.6% -$57.2K 2.78% 5
2020
Q2 		$8.05M Buy
31,736
+4,562
+17% +$821K 1.77% 19
2020
Q1 		$3.97M Buy
+27,174
New +$2.68M 1.19% 40

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

Lyell Wealth Management's ZM Position: Q4 2024 in Review

Lyell Wealth Management sold out of Zoom (ZM) in Q4 2024, closing a stake of 6,622 shares — an estimated $462K sold.

Lyell Wealth Management first reported a position in ZM in Q1 2020 and held it in 19 quarters. The position peaked at $14.8M in Q3 2020. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Lyell Wealth Management reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 6,622 Zoom shares in Q4 2024, an estimated $462K.
  • Lyell Wealth Management first reported a position in Zoom in Q1 2020 and held it in 19 quarters.
  • Lyell Wealth Management's Zoom position peaked at $14.8M in Q3 2020.
  • 716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Lyell Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.