CIA
ZOM

Cape Investment Advisory’s Zomedica Corp. ZOM Stock Holding History

Cape Investment Advisory’s Portfolio ZOM Stock Details ZOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,000
Closed -$1.44K – 1205
2024
Q4 		$1.44K Hold
12,000
– – ﹤0.01% 916
2024
Q3 		$1.65K Hold
12,000
– – ﹤0.01% 844
2024
Q2 		$1.75K Hold
12,000
– – ﹤0.01% 800
2024
Q1 		$1.75K Hold
12,000
– – ﹤0.01% 784
2023
Q4 		$2.4K Hold
12,000
– – ﹤0.01% 902
2023
Q3 		$2K Hold
12,000
– – ﹤0.01% 787
2023
Q2 		$2.4K Hold
12,000
– – ﹤0.01% 755
2023
Q1 		$2.54K Buy
+12,000
New +$2.94K ﹤0.01% 786

Other funds holding ZOM

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Cape Investment Advisory's ZOM Position: Q1 2025 in Review

Cape Investment Advisory sold out of Zomedica Corp. (ZOM) in Q1 2025, closing a stake of 12,000 shares — an estimated $1.44K sold.

Cape Investment Advisory first reported a position in ZOM in Q1 2023 and held it in 8 quarters. The position peaked at $2.54K in Q1 2023. 23 funds tracked by Wall St. Rank hold ZOM as of Q1 2025.

  • Cape Investment Advisory reported no remaining Zomedica Corp. position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 12,000 Zomedica Corp. shares in Q1 2025, an estimated $1.44K.
  • Cape Investment Advisory first reported a position in Zomedica Corp. in Q1 2023 and held it in 8 quarters.
  • Cape Investment Advisory's Zomedica Corp. position peaked at $2.54K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held Zomedica Corp. as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.