Meridian Wealth Management’s Zoom ZM Stock Holding History

Meridian 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	-3,475	Closed	-$242K	–	671
2024 Q3	$242K	Sell	3,475 -88	-2%	-$5.5K	0.01%	570
2024 Q2	$211K	Buy	+3,563	New	+$219K	0.03%	273
2022 Q1	–	Sell	-1,378	Closed	-$253K	–	432
2021 Q4	$253K	Sell	1,378 -2,130	-61%	-$501K	0.03%	352
2021 Q3	$917K	Sell	3,508 -2,496	-42%	-$842K	0.11%	157
2021 Q2	$2.32M	Sell	6,004 -1,750	-23%	-$583K	0.3%	74
2021 Q1	$2.49M	Sell	7,754 -1,585	-17%	-$583K	0.36%	57
2020 Q4	$3.15M	Sell	9,339 -4,070	-30%	-$1.81M	0.5%	42
2020 Q3	$6.3M	Buy	13,409 +7	+0.1%	+$2.24K	1.55%	13
2020 Q2	$3.4M	Sell	13,402 -1,231	-8%	-$221K	1.14%	16
2020 Q1	$2.14M	Buy	+14,633	New	+$1.44M	0.95%	22
2019 Q3	–	Sell	-2,389	Closed	-$2.12K	–	524
2019 Q2	$2.12K	Buy	+2,389	New	+$197K	0.09%	195

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Meridian Wealth Management sold out of Zoom (ZM) in Q4 2024, closing a stake of 3,475 shares — an estimated $242K sold.

Meridian Wealth Management first reported a position in ZM in Q2 2019 and held it in 11 quarters. The position peaked at $6.3M in Q3 2020. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

Meridian Wealth Management reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Management sold 3,475 Zoom shares in Q4 2024, an estimated $242K.
Meridian Wealth Management first reported a position in Zoom in Q2 2019 and held it in 11 quarters.
Meridian Wealth Management's Zoom position peaked at $6.3M in Q3 2020.
715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.