CCA
ZM icon

Catalyst Capital Advisors’s Zoom ZM Stock Holding History

Catalyst Capital Advisors’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
Q1 		– Sell
-239
Closed -$17.2K – 403
2023
Q4 		$17.2K Buy
239
+53
+28% +$3.5K ﹤0.01% 317
2023
Q3 		$13K Buy
186
+51
+38% +$3.54K ﹤0.01% 382
2023
Q2 		$9.16K Sell
135
-12
-8% -$802 ﹤0.01% 335
2023
Q1 		$10.9K Sell
147
-45
-23% -$3.24K ﹤0.01% 316
2022
Q4 		$13K Sell
192
-805
-81% -$61.1K ﹤0.01% 314
2022
Q3 		$74K Buy
997
+4
+0.4% +$381 ﹤0.01% 234
2022
Q2 		$107K Sell
993
-4,073
-80% -$430K ﹤0.01% 241
2022
Q1 		$593K Sell
5,066
-2,614
-34% -$356K 0.03% 182
2021
Q4 		$1.41M Buy
7,680
+155
+2% +$36.4K 0.07% 152
2021
Q3 		$1.97M Buy
7,525
+2,201
+41% +$742K 0.1% 144
2021
Q2 		$2.06M Buy
5,324
+924
+21% +$308K 0.1% 134
2021
Q1 		$1.41M Sell
4,400
-17
-0.4% -$6.26K 0.08% 148
2020
Q4 		$1.49M Sell
4,417
-2,383
-35% -$1.06M 0.08% 133
2020
Q3 		$3.2M Hold
6,800
– – 0.18% 80
2020
Q2 		$1.72M Hold
6,800
– – 0.09% 110
2020
Q1 		$994K Buy
+6,800
New +$671K 0.05% 129
2019
Q4 		– Sell
-123
Closed -$9K – 429
2019
Q3 		$9K Hold
123
– – ﹤0.01% 353
2019
Q2 		$11K Buy
+123
New +$10.1K ﹤0.01% 312

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return