CTA
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Colonial Trust Advisors’s Zoom ZM Stock Holding History

Colonial Trust 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
2025
Q4 		– Sell
-100
Closed -$8.25K – 739
2025
Q3 		$8.25K Hold
100
– – ﹤0.01% 519
2025
Q2 		$7.8K Sell
100
-100
-50% -$7.73K ﹤0.01% 545
2025
Q1 		$14.8K Hold
200
– – ﹤0.01% 461
2024
Q4 		$16.3K Sell
200
-90
-31% -$7.08K ﹤0.01% 428
2024
Q3 		$20.2K Hold
290
– – ﹤0.01% 449
2024
Q2 		$17.2K Hold
290
– – ﹤0.01% 448
2024
Q1 		$19K Buy
290
+190
+190% +$12.7K ﹤0.01% 485
2023
Q4 		$7.19K Hold
100
– – ﹤0.01% 557
2023
Q3 		$6.99K Hold
100
– – ﹤0.01% 559
2023
Q2 		$6.79K Hold
100
– – ﹤0.01% 578
2023
Q1 		$7.38K Hold
100
– – ﹤0.01% 563
2022
Q4 		$6.77K Buy
+100
New +$7.6K ﹤0.01% 573

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return