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Stratos Wealth Advisors’s Zoom ZM Stock Holding History

Stratos Wealth Advisors’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
-14,230
Closed -$1.16M – 763
2024
Q4 		$1.16M Buy
+14,230
New +$1.12M 0.06% 306
2022
Q1 		– Sell
-1,904
Closed -$350K – 588
2021
Q4 		$350K Buy
1,904
+108
+6% +$25.4K 0.03% 438
2021
Q3 		$470K Sell
1,796
-14
-0.8% -$4.72K 0.04% 374
2021
Q2 		$701K Buy
1,810
+423
+30% +$141K 0.06% 294
2021
Q1 		$446K Sell
1,387
-133
-9% -$49K 0.05% 327
2020
Q4 		$513K Buy
1,520
+184
+14% +$82K 0.07% 246
2020
Q3 		$628K Sell
1,336
-35
-3% -$11.2K 0.15% 149
2020
Q2 		$348K Buy
+1,371
New +$247K 0.11% 189

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stratos Wealth Advisors's ZM Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Zoom (ZM) in Q1 2025, closing a stake of 14,230 shares — an estimated $1.16M sold.

Stratos Wealth Advisors first reported a position in ZM in Q2 2020 and held it in 8 quarters. The position peaked at $1.16M in Q4 2024. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 14,230 Zoom shares in Q1 2025, an estimated $1.16M.
  • Stratos Wealth Advisors first reported a position in Zoom in Q2 2020 and held it in 8 quarters.
  • Stratos Wealth Advisors's Zoom position peaked at $1.16M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.