AWM
ZOM

AE Wealth Management’s Zomedica Corp. ZOM Stock Holding History

AE Wealth Management’s Portfolio ZOM Stock Details ZOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,312
Closed -$4.43K – 1348
2024
Q2 		$4.43K Buy
+30,312
New +$4.54K ﹤0.01% 1229
2023
Q2 		– Sell
-11,458
Closed -$2.43K – 2089
2023
Q1 		$2.43K Buy
+11,458
New +$2.81K ﹤0.01% 1865
2021
Q3 		– Sell
-15,822
Closed -$13K – 1749
2021
Q2 		$13K Buy
+15,822
New +$14.7K ﹤0.01% 1561

Other funds holding ZOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's ZOM Position: Q3 2024 in Review

AE Wealth Management sold out of Zomedica Corp. (ZOM) in Q3 2024, closing a stake of 30,312 shares — an estimated $4.43K sold.

AE Wealth Management first reported a position in ZOM in Q2 2021 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 84 funds tracked by Wall St. Rank hold ZOM as of Q3 2024.

  • AE Wealth Management reported no remaining Zomedica Corp. position as of Q3 2024 after selling out during the quarter.
  • AE Wealth Management sold 30,312 Zomedica Corp. shares in Q3 2024, an estimated $4.43K.
  • AE Wealth Management first reported a position in Zomedica Corp. in Q2 2021 and held it in 3 quarters.
  • AE Wealth Management's Zomedica Corp. position peaked at $13K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Zomedica Corp. as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.