Avior Wealth Management’s Zoom ZM Stock Holding History

Avior Wealth 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	-356	Closed	-$29.1K	–	2394
2024 Q4	$29.1K	Buy	356 +265	+291%	+$20.8K	﹤0.01%	1322
2024 Q3	$6.35K	Buy	91 +10	+12%	+$625	﹤0.01%	1693
2024 Q2	$4.79K	Sell	81 -13	-14%	-$799	﹤0.01%	1737
2024 Q1	$6.14K	Buy	94 +63	+203%	+$4.2K	﹤0.01%	2021
2023 Q4	$2.23K	Buy	+31	New	+$2.05K	﹤0.01%	1290
2022 Q3	–	Sell	-62	Closed	-$6K	–	1326
2022 Q2	$6K	Sell	62 -65	-51%	-$6.86K	﹤0.01%	844
2022 Q1	$14K	Hold	127	–	–	﹤0.01%	785
2021 Q4	$23K	Sell	127 -77	-38%	-$18.1K	﹤0.01%	684
2021 Q3	$53K	Sell	204 -645	-76%	-$217K	﹤0.01%	554
2021 Q2	$328K	Sell	849 -95	-10%	-$31.6K	0.03%	356
2021 Q1	$303K	Sell	944 -34	-3%	-$12.5K	0.03%	359
2020 Q4	$329K	Sell	978 -47	-5%	-$21K	0.04%	335
2020 Q3	$481K	Buy	1,025 +725	+242%	+$232K	0.07%	242
2020 Q2	$76K	Buy	300 +265	+757%	+$47.7K	0.01%	461
2020 Q1	$5K	Buy	+35	New	+$3.45K	﹤0.01%	635

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

T. Rowe Price Investment Management

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase

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

Geode Capital Management

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