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
2020 Q4	–	Sell	-500	Closed	-$5K	–	966
2020 Q3	$5K	Buy	+500	New	+$160K	﹤0.01%	770

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

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.