VF
ZM icon

VitalStone Financial’s Zoom ZM Stock Holding History

VitalStone Financial’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
-136
Closed -$8.05K – 559
2024
Q2 		$8.05K Buy
136
+135
+13,500% +$8.29K 0.01% 280
2024
Q1 		$0 Hold
1
– – ﹤0.01% 629
2023
Q4 		$0 Hold
1
– – ﹤0.01% 609
2023
Q3 		$0 Sell
1
-17
-94% -$1.18K ﹤0.01% 676
2023
Q2 		$1K Hold
18
– – ﹤0.01% 898
2023
Q1 		$3K Hold
18
– – ﹤0.01% 288
2022
Q4 		$1K Buy
+18
New +$1.37K ﹤0.01% 507

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VitalStone Financial's ZM Position: Q3 2024 in Review

VitalStone Financial sold out of Zoom (ZM) in Q3 2024, closing a stake of 136 shares — an estimated $8.05K sold.

VitalStone Financial first reported a position in ZM in Q4 2022 and held it in 7 quarters. The position peaked at $8.05K in Q2 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • VitalStone Financial reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • VitalStone Financial sold 136 Zoom shares in Q3 2024, an estimated $8.05K.
  • VitalStone Financial first reported a position in Zoom in Q4 2022 and held it in 7 quarters.
  • VitalStone Financial's Zoom position peaked at $8.05K in Q2 2024.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.