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Rockbridge Investment Management’s Zoom ZM Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-10
Closed -$720 – 656
2023
Q4 		$720 Buy
+10
New +$661 ﹤0.01% 600
2022
Q3 		– Sell
-80
Closed -$8.64K – 617
2022
Q2 		$8.64K Sell
80
-24
-23% -$2.53K ﹤0.01% 387
2022
Q1 		$12.3K Buy
104
+3
+3% +$408 ﹤0.01% 486
2021
Q4 		$19K Sell
101
-16
-14% -$3.76K ﹤0.01% 490
2021
Q3 		$31K Sell
117
-1
-0.8% -$337 0.01% 384
2021
Q2 		$46K Sell
118
-1
-0.8% -$333 0.01% 327
2021
Q1 		$38K Buy
119
+9
+8% +$3.31K 0.01% 329
2020
Q4 		$37K Hold
110
– – 0.01% 328
2020
Q3 		$52K Buy
110
+86
+358% +$27.5K 0.01% 265
2020
Q2 		$6K Buy
+24
New +$4.32K ﹤0.01% 488

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Rockbridge Investment Management's ZM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Zoom (ZM) in Q1 2024, closing a stake of 10 shares — an estimated $720 sold.

Rockbridge Investment Management first reported a position in ZM in Q2 2020 and held it in 10 quarters. The position peaked at $52K in Q3 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 10 Zoom shares in Q1 2024, an estimated $720.
  • Rockbridge Investment Management first reported a position in Zoom in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Zoom position peaked at $52K in Q3 2020.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.