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RFP Financial Group’s Zoom ZM Stock Holding History

RFP Financial 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
Q3 		– Sell
-54
Closed -$3.2K – 826
2024
Q2 		$3.2K Buy
54
+10
+23% +$614 ﹤0.01% 637
2024
Q1 		$2.88K Buy
44
+22
+100% +$1.47K ﹤0.01% 612
2023
Q4 		$1.58K Hold
22
– – ﹤0.01% 718
2023
Q3 		$1.54K Hold
22
– – ﹤0.01% 708
2023
Q2 		$1.49K Buy
+22
New +$1.47K ﹤0.01% 751
2023
Q1 		– Sell
-22
Closed -$1.49K – 870
2022
Q4 		$1.49K Buy
+22
New +$1.67K ﹤0.01% 715

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RFP Financial Group's ZM Position: Q3 2024 in Review

RFP Financial Group sold out of Zoom (ZM) in Q3 2024, closing a stake of 54 shares — an estimated $3.2K sold.

RFP Financial Group first reported a position in ZM in Q4 2022 and held it in 6 quarters. The position peaked at $3.2K in Q2 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • RFP Financial Group reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 54 Zoom shares in Q3 2024, an estimated $3.2K.
  • RFP Financial Group first reported a position in Zoom in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's Zoom position peaked at $3.2K in Q2 2024.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.