VAG
ZM icon

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 – 812
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return