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Newbridge Financial Services Group’s Zoom ZM Stock Holding History

Newbridge Financial Services Group’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
2025
Q1 		– Sell
-750
Closed -$61.2K – 1172
2024
Q4 		$61.2K Sell
750
-203
-21% -$16K 0.02% 357
2024
Q3 		$66.5K Sell
953
-251
-21% -$15.7K 0.02% 229
2024
Q2 		$71.3K Sell
1,204
-90
-7% -$5.53K 0.03% 311
2024
Q1 		$84.6K Sell
1,294
-785
-38% -$52.3K 0.04% 314
2023
Q4 		$150K Buy
+2,079
New +$137K 0.07% 223
2023
Q3 		– Sell
-4,479
Closed -$304K – 1416
2023
Q2 		$304K Buy
4,479
+172
+4% +$11.5K 0.15% 144
2023
Q1 		$318K Sell
4,307
-400
-8% -$28.8K 0.17% 130
2022
Q4 		$319K Sell
4,707
-318
-6% -$24.2K 0.18% 116
2022
Q3 		$370K Buy
5,025
+188
+4% +$17.9K 0.22% 102
2022
Q2 		$522K Sell
4,837
-42
-0.9% -$4.43K 0.32% 71
2022
Q1 		$572K Buy
4,879
+844
+21% +$115K 0.28% 71
2021
Q4 		$742K Buy
4,035
+2,060
+104% +$484K 0.35% 65
2021
Q3 		$516K Buy
1,975
+196
+11% +$66.1K 0.32% 71
2021
Q2 		$689K Sell
1,779
-100
-5% -$33.3K 0.42% 44
2021
Q1 		$604K Sell
1,879
-981
-34% -$361K 0.44% 45
2020
Q4 		$965K Buy
2,860
+2,654
+1,288% +$1.18M 0.79% 16
2020
Q3 		$97K Buy
+206
New +$65.9K 0.1% 200

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's ZM Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Zoom (ZM) in Q1 2025, closing a stake of 750 shares — an estimated $61.2K sold.

Newbridge Financial Services Group first reported a position in ZM in Q3 2020 and held it in 17 quarters. The position peaked at $965K in Q4 2020. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 750 Zoom shares in Q1 2025, an estimated $61.2K.
  • Newbridge Financial Services Group first reported a position in Zoom in Q3 2020 and held it in 17 quarters.
  • Newbridge Financial Services Group's Zoom position peaked at $965K in Q4 2020.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.