OLVIG
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Oliver Lagore Vanvalin Investment Group’s Zoom ZM Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q2 		– Sell
-12
Closed -$784 – 829
2024
Q1 		$784 Hold
12
– – ﹤0.01% 658
2023
Q4 		$863 Hold
12
– – ﹤0.01% 669
2023
Q3 		$839 Hold
12
– – ﹤0.01% 749
2023
Q2 		$815 Hold
12
– – ﹤0.01% 702
2023
Q1 		$886 Hold
12
– – ﹤0.01% 629
2022
Q4 		$813 Sell
12
-1
-8% -$76 ﹤0.01% 609
2022
Q3 		$1K Hold
13
– – ﹤0.01% 623
2022
Q2 		$1K Buy
13
+1
+8% +$105 ﹤0.01% 604
2022
Q1 		$1K Buy
+12
New +$1.63K ﹤0.01% 557

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ZM Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Zoom (ZM) in Q2 2024, closing a stake of 12 shares — an estimated $784 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ZM in Q1 2022 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 12 Zoom shares in Q2 2024, an estimated $784.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Zoom in Q1 2022 and held it in 9 quarters.
  • Oliver Lagore Vanvalin Investment Group's Zoom position peaked at $1K in Q3 2022.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.