NBC Securities’s Zoom ZM Stock Holding History

NBC Securities’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	-50	Closed	-$3K	–	2123
2024 Q3	$3K	Hold	50	–	–	﹤0.01%	1993
2024 Q2	$2K	Hold	50	–	–	﹤0.01%	2019
2024 Q1	$3K	Hold	50	–	–	﹤0.01%	1970
2023 Q4	$3K	Hold	50	–	–	﹤0.01%	1980
2023 Q3	$3K	Buy	+50	New	+$3.47K	﹤0.01%	1976

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NBC Securities's ZM Position: Q4 2024 in Review

NBC Securities sold out of Zoom (ZM) in Q4 2024, closing a stake of 50 shares — an estimated $3K sold.

NBC Securities first reported a position in ZM in Q3 2023 and held it in 5 quarters. The position peaked at $3K in Q3 2024. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

NBC Securities reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
NBC Securities sold 50 Zoom shares in Q4 2024, an estimated $3K.
NBC Securities first reported a position in Zoom in Q3 2023 and held it in 5 quarters.
NBC Securities's Zoom position peaked at $3K in Q3 2024.
716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on NBC Securities's 13F filing for Q4 2024, filed 22 Jan 2025.