MA
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MCF Advisors’s Zoom ZM Stock Holding History

MCF 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
Q4 		– Sell
-10
Closed -$698 – 1053
2024
Q3 		$698 Hold
10
– – ﹤0.01% 930
2024
Q2 		$592 Hold
10
– – ﹤0.01% 943
2024
Q1 		$654 Hold
10
– – ﹤0.01% 905
2023
Q4 		$720 Hold
10
– – ﹤0.01% 867
2023
Q3 		$700 Hold
10
– – ﹤0.01% 856
2023
Q2 		$679 Hold
10
– – ﹤0.01% 816
2023
Q1 		$739 Hold
10
– – ﹤0.01% 793
2022
Q4 		$677 Hold
10
– – ﹤0.01% 777
2022
Q3 		$1K Hold
10
– – ﹤0.01% 801
2022
Q2 		$1K Hold
10
– – ﹤0.01% 757
2022
Q1 		$1K Hold
10
– – ﹤0.01% 761
2021
Q4 		$2K Hold
10
– – 0.04% 32
2021
Q3 		$3K Hold
10
– – ﹤0.01% 589
2021
Q2 		$4K Hold
10
– – ﹤0.01% 504
2021
Q1 		$3K Buy
+10
New +$3.68K ﹤0.01% 488

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 $3.37T 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
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

MCF Advisors's ZM Position: Q4 2024 in Review

MCF Advisors sold out of Zoom (ZM) in Q4 2024, closing a stake of 10 shares — an estimated $698 sold.

MCF Advisors first reported a position in ZM in Q1 2021 and held it in 15 quarters. The position peaked at $4K in Q2 2021. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • MCF Advisors reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • MCF Advisors sold 10 Zoom shares in Q4 2024, an estimated $698.
  • MCF Advisors first reported a position in Zoom in Q1 2021 and held it in 15 quarters.
  • MCF Advisors's Zoom position peaked at $4K in Q2 2021.
  • 715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on MCF Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.