CA
ZM icon

Cetera Advisors’s Zoom ZM Stock Holding History

Cetera 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 		$412K Buy
6,307
+2,160
+52% +$144K ﹤0.01% 1731
2023
Q4 		$298K Buy
4,147
+1,158
+39% +$76.6K ﹤0.01% 1431
2023
Q3 		$209K Sell
2,989
-211
-7% -$14.6K ﹤0.01% 1521
2023
Q2 		$217K Buy
+3,200
New +$214K ﹤0.01% 1468
2022
Q3 		– Sell
-2,075
Closed -$224K – 1467
2022
Q2 		$224K Sell
2,075
-70
-3% -$7.38K 0.01% 1184
2022
Q1 		$251K Sell
2,145
-803
-27% -$109K 0.01% 1195
2021
Q4 		$542K Buy
2,948
+308
+12% +$72.4K 0.01% 859
2021
Q3 		$690K Buy
2,640
+192
+8% +$64.7K 0.01% 743
2021
Q2 		$947K Sell
2,448
-625
-20% -$208K 0.02% 567
2021
Q1 		$987K Buy
3,073
+765
+33% +$282K 0.03% 487
2020
Q4 		$779K Sell
2,308
-1,374
-37% -$613K 0.03% 490
2020
Q3 		$1.73M Sell
3,682
-738
-17% -$236K 0.07% 273
2020
Q2 		$1.12M Sell
4,420
-15,289
-78% -$2.75M 0.05% 342
2020
Q1 		$2.88M Buy
+19,709
New +$1.94M 0.15% 147

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
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