WIM
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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 $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

WealthPlan Investment Management's ZM Position: Q3 2024 in Review

WealthPlan Investment Management sold out of Zoom (ZM) in Q3 2024, closing a stake of 5,573 shares — an estimated $330K sold.

WealthPlan Investment Management first reported a position in ZM in Q1 2022 and held it in 9 quarters. The position peaked at $452K in Q1 2022. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • WealthPlan Investment Management reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,573 Zoom shares in Q3 2024, an estimated $330K.
  • WealthPlan Investment Management first reported a position in Zoom in Q1 2022 and held it in 9 quarters.
  • WealthPlan Investment Management's Zoom position peaked at $452K in Q1 2022.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.