VisionPoint Advisory Group’s Zoom ZM Stock Holding History

VisionPoint Advisory Group’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	-768	Closed	-$62.7K	–	321
2024 Q4	$62.7K	Buy	+768	New	+$60.4K	0.02%	278
2024 Q3	–	Sell	-764	Closed	-$45.2K	–	806
2024 Q2	$45.2K	Sell	764 -17,878	-96%	-$1.1M	0.02%	279
2024 Q1	$1.22M	Sell	18,642 -1,303	-7%	-$86.8K	0.44%	63
2023 Q4	$1.43M	Sell	19,945 -3,210	-14%	-$212K	0.53%	55
2023 Q3	$1.62M	Sell	23,155 -823	-3%	-$57.1K	0.69%	42
2023 Q2	$1.63M	Buy	23,978 +9,244	+63%	+$618K	0.67%	45
2023 Q1	$917K	Buy	+14,734	New	+$1.06M	0.4%	56
2021 Q2	–	Sell	-807	Closed	-$259K	–	121
2021 Q1	$259K	Sell	807 -496	-38%	-$183K	0.12%	100
2020 Q4	$440K	Buy	1,303 +657	+102%	+$293K	0.22%	92
2020 Q3	$304K	Buy	+646	New	+$207K	0.13%	84

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NMO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

VisionPoint Advisory Group's ZM Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Zoom (ZM) in Q1 2025, closing a stake of 768 shares — an estimated $62.7K sold.

VisionPoint Advisory Group first reported a position in ZM in Q3 2020 and held it in 10 quarters. The position peaked at $1.63M in Q2 2023. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

VisionPoint Advisory Group reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 768 Zoom shares in Q1 2025, an estimated $62.7K.
VisionPoint Advisory Group first reported a position in Zoom in Q3 2020 and held it in 10 quarters.
VisionPoint Advisory Group's Zoom position peaked at $1.63M in Q2 2023.
713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.