Tradewinds Capital Management’s Zoom ZM Stock Holding History

Tradewinds Capital 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	–	Sell	-35	Closed	-$2.44K	–	726
2024 Q3	$2.44K	Hold	35	–	–	﹤0.01%	456
2024 Q2	$2.07K	Hold	35	–	–	﹤0.01%	440
2024 Q1	$2.29K	Hold	35	–	–	﹤0.01%	410
2023 Q4	$2.52K	Hold	35	–	–	﹤0.01%	330
2023 Q3	$2.45K	Hold	35	–	–	﹤0.01%	327
2023 Q2	$2.38K	Hold	35	–	–	﹤0.01%	319
2023 Q1	$2.58K	Hold	35	–	–	﹤0.01%	320
2022 Q4	$2.37K	Hold	35	–	–	﹤0.01%	355
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	318
2022 Q2	$4K	Sell	35 -51	-59%	-$5.38K	﹤0.01%	301
2022 Q1	$10K	Hold	86	–	–	﹤0.01%	486
2021 Q4	$16K	Buy	86 +51	+146%	+$12K	﹤0.01%	419
2021 Q3	$9K	Hold	35	–	–	﹤0.01%	489
2021 Q2	$14K	Hold	35	–	–	﹤0.01%	427
2021 Q1	$11K	Sell	35 -92	-72%	-$33.9K	﹤0.01%	447
2020 Q4	$43K	Sell	127 -20	-14%	-$8.92K	0.01%	237
2020 Q3	$69K	Sell	147 -203	-58%	-$64.9K	0.02%	167
2020 Q2	$89K	Sell	350 -270	-44%	-$48.6K	0.02%	143
2020 Q1	$91K	Buy	+620	New	+$61.2K	0.03%	133

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

Norges Bank Oslo, Norway $1T AUM

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

NMO

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Tradewinds Capital Management's ZM Position: Q4 2024 in Review

Tradewinds Capital Management sold out of Zoom (ZM) in Q4 2024, closing a stake of 35 shares — an estimated $2.44K sold.

Tradewinds Capital Management first reported a position in ZM in Q1 2020 and held it in 19 quarters. The position peaked at $91K in Q1 2020. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

Tradewinds Capital Management reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
Tradewinds Capital Management sold 35 Zoom shares in Q4 2024, an estimated $2.44K.
Tradewinds Capital Management first reported a position in Zoom in Q1 2020 and held it in 19 quarters.
Tradewinds Capital Management's Zoom position peaked at $91K in Q1 2020.
716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Tradewinds Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.