WIM
ZM icon

WealthPlan Investment Management’s Zoom ZM Stock Holding History

WealthPlan Investment Management’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
-5,573
Closed -$330K – 261
2024
Q2 		$330K Sell
5,573
-634
-10% -$38.9K 0.05% 144
2024
Q1 		$406K Buy
6,207
+38
+0.6% +$2.53K 0.06% 130
2023
Q4 		$444K Sell
6,169
-101
-2% -$6.68K 0.07% 127
2023
Q3 		$439K Buy
6,270
+5,802
+1,240% +$403K 0.08% 119
2023
Q2 		$31.8K Sell
468
-5,090
-92% -$340K 0.01% 223
2023
Q1 		$410K Buy
5,558
+1,087
+24% +$78.3K 0.07% 126
2022
Q4 		$342K Buy
4,471
+89
+2% +$6.76K 0.02% 294
2022
Q3 		$306K Buy
+4,382
New +$417K 0.02% 300
2022
Q1 		$452K Buy
+4,542
New +$618K 0.03% 264

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
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 $34.9B 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