AWM
ZM icon

Avondale Wealth Management’s Zoom ZM Stock Holding History

Avondale 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
2026
Q2 		$384K Buy
4,450
+650
+17% +$61.4K 0.16% 48
2026
Q1 		$305K Buy
+3,800
New +$318K 0.15% 54
2024
Q2 		– Sell
-1,462
Closed -$95.6K – 133
2024
Q1 		$95.6K Sell
1,462
-1,470
-50% -$98K 0.07% 63
2023
Q4 		$211K Sell
2,932
-3,850
-57% -$255K 0.17% 44
2023
Q3 		$474K Buy
6,782
+1,500
+28% +$104K 0.42% 28
2023
Q2 		$359K Sell
5,282
-1,769
-25% -$118K 0.3% 32
2023
Q1 		$521K Buy
7,051
+3,100
+78% +$223K 0.45% 25
2022
Q4 		$268K Sell
3,951
-600
-13% -$45.6K 0.23% 32
2022
Q3 		$335K Buy
4,551
+1,970
+76% +$188K 0.37% 26
2022
Q2 		$279K Buy
2,581
+500
+24% +$52.7K 0.32% 31
2022
Q1 		$244K Sell
2,081
-210
-9% -$28.6K 0.29% 39
2021
Q4 		$421K Sell
2,291
-1,265
-36% -$297K 0.43% 29
2021
Q3 		$930K Hold
3,556
– – 0.91% 17
2021
Q2 		$1.38M Sell
3,556
-350
-9% -$117K 1.29% 16
2021
Q1 		$1.25M Buy
3,906
+3,206
+458% +$1.18M 1.24% 14
2020
Q4 		$236K Buy
700
+600
+600% +$268K 0.27% 27
2020
Q3 		$47K Hold
100
– – 0.07% 46
2020
Q2 		$25K Buy
+100
New +$18K 0.04% 61

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return