SWC
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Spectrum Wealth Counsel’s Zoom ZM Stock Holding History

Spectrum Wealth Counsel’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 		– Sell
-100
Closed -$6.97K – 410
2024
Q3 		$6.97K Hold
100
– – ﹤0.01% 253
2024
Q2 		$5.92K Hold
100
– – ﹤0.01% 308
2024
Q1 		$6.54K Hold
100
– – ﹤0.01% 305
2023
Q4 		$7.19K Buy
+100
New +$6.61K ﹤0.01% 272

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

Spectrum Wealth Counsel's ZM Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of Zoom (ZM) in Q4 2024, closing a stake of 100 shares — an estimated $6.97K sold.

Spectrum Wealth Counsel first reported a position in ZM in Q4 2023 and held it in 4 quarters. The position peaked at $7.19K in Q4 2023. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 100 Zoom shares in Q4 2024, an estimated $6.97K.
  • Spectrum Wealth Counsel first reported a position in Zoom in Q4 2023 and held it in 4 quarters.
  • Spectrum Wealth Counsel's Zoom position peaked at $7.19K in Q4 2023.
  • 715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.