Avitas Wealth Management’s Zoom ZM Stock Holding History

Avitas 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
2024 Q2	–	Sell	-3,918	Closed	-$256K	–	213
2024 Q1	$256K	Sell	3,918 -33	-0.8%	-$2.2K	0.04%	200
2023 Q4	$284K	Sell	3,951 -22	-0.6%	-$1.46K	0.05%	187
2023 Q3	$278K	Sell	3,973 -128	-3%	-$8.88K	0.05%	189
2023 Q2	$278K	Buy	+4,101	New	+$274K	0.05%	187
2022 Q1	–	Sell	-7,178	Closed	-$1.32M	–	221
2021 Q4	$1.32M	Sell	7,178 -2,384	-25%	-$561K	0.22%	113
2021 Q3	$2.5M	Sell	9,562 -143	-1%	-$48.2K	0.46%	87
2021 Q2	$3.76M	Buy	9,705 +213	+2%	+$70.9K	0.67%	54
2021 Q1	$3.05M	Sell	9,492 -620	-6%	-$228K	0.6%	63
2020 Q4	$3.41M	Sell	10,112 -6	-0.1%	-$2.67K	0.69%	42
2020 Q3	$4.76M	Sell	10,118 -41	-0.4%	-$13.1K	1.33%	15
2020 Q2	$2.58M	Sell	10,159 -4,141	-29%	-$745K	0.86%	35
2020 Q1	$2.09M	Buy	+14,300	New	+$1.41M	0.95%	35

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

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

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

AQR Capital Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return