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Prospera Financial Services’s Zoom ZM Stock Holding History

Prospera Financial Services’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
-11,667
Closed -$952K – 1243
2024
Q4 		$952K Buy
+11,667
New +$917K 0.02% 559
2024
Q1 		– Sell
-3,004
Closed -$216K – 1147
2023
Q4 		$216K Sell
3,004
-21
-0.7% -$1.39K 0.01% 975
2023
Q3 		$212K Buy
3,025
+43
+1% +$2.98K 0.01% 933
2023
Q2 		$202K Sell
2,982
-205
-6% -$13.7K 0.01% 956
2023
Q1 		$235K Buy
3,187
+39
+1% +$2.81K 0.01% 859
2022
Q4 		$213K Sell
3,148
-378
-11% -$28.7K 0.01% 824
2022
Q3 		$260K Sell
3,526
-66
-2% -$6.28K 0.01% 697
2022
Q2 		$388K Buy
3,592
+362
+11% +$38.2K 0.02% 577
2022
Q1 		$379K Sell
3,230
-116
-3% -$15.8K 0.02% 676
2021
Q4 		$616K Sell
3,346
-2,204
-40% -$518K 0.03% 515
2021
Q3 		$1.45M Sell
5,550
-2,104
-27% -$709K 0.07% 305
2021
Q2 		$2.96M Buy
7,654
+1,093
+17% +$364K 0.15% 177
2021
Q1 		$2.11M Buy
6,561
+4,433
+208% +$1.63M 0.13% 209
2020
Q4 		$718K Sell
2,128
-945
-31% -$421K 0.05% 354
2020
Q3 		$1.45M Sell
3,073
-905
-23% -$289K 0.55% 41
2020
Q2 		$1.01M Sell
3,978
-10,404
-72% -$1.87M 0.09% 231
2020
Q1 		$2.1M Buy
14,382
+9,916
+222% +$978K 0.22% 111
2019
Q4 		$304K Buy
+4,466
New +$307K 0.02% 482
2019
Q3 		– Sell
-3,838
Closed -$349K – 570
2019
Q2 		$349K Buy
+3,838
New +$316K 0.04% 364

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 $3.38T AUM 44.17% 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

Prospera Financial Services's ZM Position: Q1 2025 in Review

Prospera Financial Services sold out of Zoom (ZM) in Q1 2025, closing a stake of 11,667 shares — an estimated $952K sold.

Prospera Financial Services first reported a position in ZM in Q2 2019 and held it in 19 quarters. The position peaked at $2.96M in Q2 2021. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Prospera Financial Services reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 11,667 Zoom shares in Q1 2025, an estimated $952K.
  • Prospera Financial Services first reported a position in Zoom in Q2 2019 and held it in 19 quarters.
  • Prospera Financial Services's Zoom position peaked at $2.96M in Q2 2021.
  • 714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

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