Ameritas Advisory Services’s Zoom ZM Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-678	Closed	-$55.9K	–	2157
2025 Q3	$55.9K	Sell	678 -12,828	-95%	-$1M	﹤0.01%	1039
2025 Q2	$1.05M	Sell	13,506 -187	-1%	-$14.5K	0.05%	329
2025 Q1	$1.01M	Sell	13,693 -1,402	-9%	-$112K	0.04%	391
2024 Q4	$1.23M	Buy	15,095 +610	+4%	+$48K	0.04%	359
2024 Q3	$1.01M	Buy	14,485 +992	+7%	+$62K	0.04%	382
2024 Q2	$799K	Buy	13,493 +942	+8%	+$57.9K	0.03%	469
2024 Q1	$820K	Buy	12,551 +3,589	+40%	+$239K	0.03%	428
2023 Q4	$642K	Buy	8,962 +663	+8%	+$43.8K	0.04%	375
2023 Q3	$578K	Buy	+8,299	New	+$576K	0.03%	470
2023 Q2	–	Sell	-3,142	Closed	-$209K	–	2593
2023 Q1	$209K	Sell	3,142 -68	-2%	-$4.9K	0.01%	754
2022 Q4	$217K	Sell	3,210 -171	-5%	-$13K	0.01%	799
2022 Q3	$249K	Buy	3,381 +223	+7%	+$21.2K	0.01%	642
2022 Q2	$341K	Buy	3,158 +660	+26%	+$69.6K	0.02%	567
2022 Q1	$293K	Buy	2,498 +721	+41%	+$98.1K	0.01%	669
2021 Q4	$327K	Buy	+1,777	New	+$418K	0.01%	622

Other funds holding ZM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

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

Fidelity Investments

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

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

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

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