WR Wealth Planners’s Zoom ZM Stock Holding History

WR Wealth Planners’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 Q4	$5.22K	Sell	64 -10	-14%	-$786	﹤0.01%	694
2024 Q3	$5.16K	Sell	74 -13	-15%	-$813	﹤0.01%	737
2024 Q2	$5.15K	Hold	87	–	–	﹤0.01%	713
2024 Q1	$5.69K	Buy	+87	New	+$5.8K	﹤0.01%	696
2023 Q4	–	Sell	-150	Closed	-$10.5K	–	887
2023 Q3	$10.5K	Hold	150	–	–	﹤0.01%	553
2023 Q2	$10.2K	Buy	150 +2	+1%	+$134	﹤0.01%	569
2023 Q1	$10.9K	Buy	148 +110	+289%	+$7.93K	﹤0.01%	530
2022 Q4	$2.57K	Sell	38 -3	-7%	-$228	﹤0.01%	379
2022 Q3	$3.02K	Hold	41	–	–	﹤0.01%	362
2022 Q2	$4.43K	Sell	41 -1	-2%	-$105	﹤0.01%	351
2022 Q1	$4.92K	Buy	+42	New	+$5.71K	﹤0.01%	357

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's ZM Position: Q4 2024 in Review

WR Wealth Planners reduced its Zoom (ZM) stake by 14% in Q4 2024, selling an estimated $786 and leaving 64 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

WR Wealth Planners first reported a position in ZM in Q1 2022 and has held it in 11 quarters since. The position peaked at $10.9K in Q1 2023. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

WR Wealth Planners held 64 shares of Zoom worth $5.22K as of Q4 2024.
WR Wealth Planners sold 10 Zoom shares in Q4 2024, an estimated $786.
Zoom made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #694 holding.
WR Wealth Planners first reported a position in Zoom in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Zoom position peaked at $10.9K in Q1 2023.
716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.