SWM
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Sanctuary Wealth Management’s Zoom ZM Stock Holding History

Sanctuary Wealth 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
Q4 		$8.16K Hold
100
– – 0.01% 181
2024
Q3 		$6.97K Hold
100
– – 0.01% 188
2024
Q2 		$5.92K Hold
100
– – ﹤0.01% 171
2024
Q1 		$6.54K Hold
100
– – 0.01% 164
2023
Q4 		$7.19K Sell
100
-50
-33% -$3.31K 0.01% 163
2023
Q3 		$10.5K Hold
150
– – 0.01% 130
2023
Q2 		$10.2K Buy
+150
New +$10K 0.01% 137
2022
Q4 		$10.2K Buy
+150
New +$11.4K 0.01% 126

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
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
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanctuary Wealth Management's ZM Position: Q4 2024 in Review

Sanctuary Wealth Management held its Zoom (ZM) position steady in Q4 2024 at 100 shares worth $8.16K. The position accounts for 0.01% of the portfolio, ranked #181.

Sanctuary Wealth Management first reported a position in ZM in Q4 2022 and has held it in 8 quarters since. The position peaked at $10.5K in Q3 2023. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Sanctuary Wealth Management held 100 shares of Zoom worth $8.16K as of Q4 2024.
  • Sanctuary Wealth Management left its Zoom share count unchanged in Q4 2024.
  • Zoom made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #181 holding.
  • Sanctuary Wealth Management first reported a position in Zoom in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Zoom position peaked at $10.5K in Q3 2023.
  • 715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.