TWP
ZM icon

Triad Wealth Partners’s Zoom ZM Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-2
Closed -$118 – 979
2024
Q2 		$118 Buy
+2
New +$123 ﹤0.01% 951

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 $3.38T AUM 44.17% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triad Wealth Partners's ZM Position: Q3 2024 in Review

Triad Wealth Partners sold out of Zoom (ZM) in Q3 2024, closing a stake of 2 shares — an estimated $118 sold.

Triad Wealth Partners first reported a position in ZM in Q2 2024 and held it in 1 quarter. The position peaked at $118 in Q2 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Triad Wealth Partners reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2 Zoom shares in Q3 2024, an estimated $118.
  • Triad Wealth Partners first reported a position in Zoom in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Zoom position peaked at $118 in Q2 2024.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.