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Valley National Advisers’s Zoom ZM Stock Holding History

Valley National Advisers’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
-20
Closed -$1K – 1165
2024
Q2 		$1K Sell
20
-25
-56% -$1.54K ﹤0.01% 1154
2024
Q1 		$2K Buy
45
+15
+50% +$1K ﹤0.01% 1006
2023
Q4 		$2K Buy
30
+20
+200% +$1.32K ﹤0.01% 1005
2023
Q3 		$1K Buy
+10
New +$694 ﹤0.01% 1045
2021
Q2 		– Sell
-5
Closed -$2K – 946
2021
Q1 		$2K Hold
5
– – ﹤0.01% 760
2020
Q4 		$2K Buy
+5
New +$2.23K ﹤0.01% 713
2020
Q2 		– Sell
-25
Closed -$4K – 868
2020
Q1 		$4K Buy
+25
New +$2.47K ﹤0.01% 589

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

Valley National Advisers's ZM Position: Q3 2024 in Review

Valley National Advisers sold out of Zoom (ZM) in Q3 2024, closing a stake of 20 shares — an estimated $1K sold.

Valley National Advisers first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $4K in Q1 2020. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Valley National Advisers reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 20 Zoom shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • Valley National Advisers's Zoom position peaked at $4K in Q1 2020.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.