ZM β€” ZOOM VIDEO COMMUNICATIONS IN

Ownership history in WFA Asset Management Corp  Β·  3 quarters on record

AI Ownership Summary

WFA Asset Management Corp reported ZOOM VIDEO COMMUNICATIONS IN (ZM) in 3 quarterly 13F filings from 2023 Q4 through 2025 Q2. The latest visible filing shows ZM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WFA Asset Management Corp's position in ZOOM VIDEO COMMUNICATIONS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

ZM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WFA Asset Management Corp held ZM β€” position size vs. price
% of Fund (quarterly)    ZM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 57 β€” 0% 0.00% $3K 2025-07-31 $74.05
2024 Q2 REDUCED 57 -3 -5.0% 0.00% $3K 2024-07-22 $58.64
2023 Q4 INITIATED 60 β€” β€” 0.00% $4K 2024-02-01 $64.85

FAQ About WFA Asset Management Corp and ZM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WFA Asset Management Corp reported owning ZM?

WFA Asset Management Corp reported ZM across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ZM position in WFA Asset Management Corp's portfolio?

The largest reported portfolio weight for ZM was 0.00% in 2023 Q4.

What is the latest reported ZM position on this page?

The most recent filing on this page is 2025 Q2, when WFA Asset Management Corp reported 57 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this ZM ownership page compare?

The chart compares WFA Asset Management Corp's quarterly ZM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WFA Asset Management Corp Holdings