WT Asset Management’s Zoom ZM Stock Holding History

WT Asset 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
2025 Q1	–	Sell	-180,700	Closed	-$14.7M	–	53
2024 Q4	$14.7M	Buy	+180,700	New	+$14.2M	1.63%	16
2020 Q2	–	Sell	-100,000	Closed	-$14.6M	–	28
2020 Q1	$14.6M	Buy	+100,000	New	+$9.87M	2.69%	14

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 $3.37T AUM 44.26% 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

WT Asset Management's ZM Position: Q1 2025 in Review

WT Asset Management sold out of Zoom (ZM) in Q1 2025, closing a stake of 180,700 shares — an estimated $14.7M sold.

WT Asset Management first reported a position in ZM in Q1 2020 and held it in 2 quarters. The position peaked at $14.7M in Q4 2024. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

WT Asset Management reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
WT Asset Management sold 180,700 Zoom shares in Q1 2025, an estimated $14.7M.
WT Asset Management first reported a position in Zoom in Q1 2020 and held it in 2 quarters.
WT Asset Management's Zoom position peaked at $14.7M in Q4 2024.
713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on WT Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.