AWM
ZM icon

Axxcess Wealth Management’s Zoom ZM Stock Holding History

Axxcess 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
-5,442
Closed -$356K – 965
2024
Q1 		$356K Sell
5,442
-4,886
-47% -$326K 0.01% 627
2023
Q4 		$743K Buy
10,328
+534
+5% +$35.3K 0.02% 417
2023
Q3 		$685K Buy
9,794
+39
+0.4% +$2.71K 0.02% 392
2023
Q2 		$662K Buy
9,755
+614
+7% +$41.1K 0.05% 290
2023
Q1 		$675K Buy
9,141
+1,069
+13% +$77K 0.05% 306
2022
Q4 		$547K Sell
8,072
-2,891
-26% -$220K 0.05% 345
2022
Q3 		$807K Buy
10,963
+349
+3% +$33.2K 0.08% 221
2022
Q2 		$1.15M Buy
10,614
+936
+10% +$98.7K 0.11% 170
2022
Q1 		$1.14M Buy
9,678
+923
+11% +$126K 0.09% 197
2021
Q4 		$1.61M Buy
+8,755
New +$2.06M 0.12% 142

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
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