Avestar Capital’s Zoom ZM Stock Holding History

Avestar Capital’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 Q3	–	Sell	-5,419	Closed	-$321K	–	510
2024 Q2	$321K	Buy	+5,419	New	+$333K	0.04%	328
2022 Q4	–	Sell	-2,972	Closed	-$219K	–	345
2022 Q3	$219K	Sell	2,972 -1,283	-30%	-$122K	0.06%	239
2022 Q2	$459K	Sell	4,255 -5,543	-57%	-$585K	0.12%	130
2022 Q1	$1.15M	Buy	9,798 +235	+2%	+$32K	0.22%	113
2021 Q4	$1.76M	Sell	9,563 -1,255	-12%	-$295K	0.32%	98
2021 Q3	$2.83M	Sell	10,818 -2,268	-17%	-$765K	0.55%	62
2021 Q2	$5.07M	Buy	13,086 +3,264	+33%	+$1.09M	0.97%	35
2021 Q1	$3.25M	Buy	9,822 +1,594	+19%	+$587K	0.73%	27
2020 Q4	$2.77M	Buy	8,228 +50	+0.6%	+$22.3K	0.77%	22
2020 Q3	$4.23M	Sell	8,178 -307	-4%	-$98.2K	1.4%	17
2020 Q2	$2.15M	Buy	8,485 +583	+7%	+$105K	0.95%	20
2020 Q1	$1.16M	Buy	7,902 +3,268	+71%	+$322K	0.63%	34
2019 Q4	$315K	Buy	+4,634	New	+$319K	0.18%	112

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

Fidelity Investments

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

AQR Capital Management

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

Norges Bank Oslo, Norway $935B AUM

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management

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

Geode Capital Management

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