World Investment Advisors’s Zoom ZM Stock Holding History

World Investment Advisors’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	-2,935	Closed	-$240K	–	1122
2024 Q4	$240K	Buy	+2,935	New	+$231K	0.01%	909

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 $3.38T AUM 44.17% 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

World Investment Advisors's ZM Position: Q1 2025 in Review

World Investment Advisors sold out of Zoom (ZM) in Q1 2025, closing a stake of 2,935 shares — an estimated $240K sold.

World Investment Advisors first reported a position in ZM in Q4 2024 and held it in 1 quarter. The position peaked at $240K in Q4 2024. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

World Investment Advisors reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
World Investment Advisors sold 2,935 Zoom shares in Q1 2025, an estimated $240K.
World Investment Advisors first reported a position in Zoom in Q4 2024 and held it in 1 quarter.
World Investment Advisors's Zoom position peaked at $240K in Q4 2024.
714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.