OIA
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Optimum Investment Advisors’s Zoom ZM Stock Holding History

Optimum Investment 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
-250
Closed -$17.4K – 644
2024
Q3 		$17.4K Hold
250
– – 0.01% 466
2024
Q2 		$14.8K Hold
250
– – 0.01% 480
2024
Q1 		$16.3K Hold
250
– – 0.01% 473
2023
Q4 		$18K Sell
250
-75
-23% -$4.96K 0.01% 458
2023
Q3 		$22.7K Hold
325
– – 0.01% 451
2023
Q2 		$22.1K Hold
325
– – 0.01% 463
2023
Q1 		$24K Hold
325
– – 0.01% 459
2022
Q4 		$22K Sell
325
-250
-43% -$19K 0.01% 475
2022
Q3 		$42K Sell
575
-42
-7% -$4K 0.02% 406
2022
Q2 		$67K Buy
617
+42
+7% +$4.43K 0.03% 350
2022
Q1 		$67K Sell
575
-15
-3% -$2.04K 0.03% 385
2021
Q4 		$109K Sell
590
-450
-43% -$106K 0.04% 324
2021
Q3 		$272K Hold
1,040
– – 0.11% 175
2021
Q2 		$403K Sell
1,040
-200
-16% -$66.6K 0.13% 169
2021
Q1 		$398K Buy
1,240
+750
+153% +$276K 0.12% 177
2020
Q4 		$165K Sell
490
-100
-17% -$44.6K 0.05% 272
2020
Q3 		$277K Sell
590
-5
-0.8% -$1.6K 0.09% 195
2020
Q2 		$151K Sell
595
-126
-17% -$22.7K 0.05% 268
2020
Q1 		$105K Buy
+721
New +$71.1K 0.04% 297

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
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
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's ZM Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Zoom (ZM) in Q4 2024, closing a stake of 250 shares — an estimated $17.4K sold.

Optimum Investment Advisors first reported a position in ZM in Q1 2020 and held it in 19 quarters. The position peaked at $403K in Q2 2021. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Zoom shares in Q4 2024, an estimated $17.4K.
  • Optimum Investment Advisors first reported a position in Zoom in Q1 2020 and held it in 19 quarters.
  • Optimum Investment Advisors's Zoom position peaked at $403K in Q2 2021.
  • 716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.