CSWM
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Cassady Schiller Wealth Management’s Zoom ZM Stock Holding History

Cassady Schiller 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
Q4 		$1.47K Buy
+18
New +$1.42K ﹤0.01% 672

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's ZM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Zoom (ZM) in Q4 2024: 18 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Cassady Schiller Wealth Management held 18 shares of Zoom worth $1.47K as of Q4 2024.
  • Zoom was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Zoom made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #672 holding.
  • 715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.