Richards, Merrill & Peterson’s Zoom ZM Stock Holding History

Richards, Merrill & Peterson’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	-225	Closed	-$18.4K	–	531
2024 Q4	$18.4K	Buy	+225	New	+$17.7K	0.01%	336

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richards, Merrill & Peterson's ZM Position: Q1 2025 in Review

Richards, Merrill & Peterson sold out of Zoom (ZM) in Q1 2025, closing a stake of 225 shares — an estimated $18.4K sold.

Richards, Merrill & Peterson first reported a position in ZM in Q4 2024 and held it in 1 quarter. The position peaked at $18.4K in Q4 2024. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

Richards, Merrill & Peterson reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
Richards, Merrill & Peterson sold 225 Zoom shares in Q1 2025, an estimated $18.4K.
Richards, Merrill & Peterson first reported a position in Zoom in Q4 2024 and held it in 1 quarter.
Richards, Merrill & Peterson's Zoom position peaked at $18.4K in Q4 2024.
714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2025, filed 7 May 2025.