CWM
ZOM

Connecticut Wealth Management’s Zomedica Corp. ZOM Stock Holding History

Connecticut Wealth Management’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
-10,000
Closed -$1.2K – 322
2024
Q4 		$1.2K Hold
10,000
– – ﹤0.01% 269
2024
Q3 		$1.37K Hold
10,000
– – ﹤0.01% 326
2024
Q2 		$1.46K Buy
+10,000
New +$1.5K ﹤0.01% 323

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 $71.6B AUM 21.08% 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

Connecticut Wealth Management's ZOM Position: Q1 2025 in Review

Connecticut Wealth Management sold out of Zomedica Corp. (ZOM) in Q1 2025, closing a stake of 10,000 shares — an estimated $1.2K sold.

Connecticut Wealth Management first reported a position in ZOM in Q2 2024 and held it in 3 quarters. The position peaked at $1.46K in Q2 2024. 23 funds tracked by Wall St. Rank hold ZOM as of Q1 2025.

  • Connecticut Wealth Management reported no remaining Zomedica Corp. position as of Q1 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 10,000 Zomedica Corp. shares in Q1 2025, an estimated $1.2K.
  • Connecticut Wealth Management first reported a position in Zomedica Corp. in Q2 2024 and held it in 3 quarters.
  • Connecticut Wealth Management's Zomedica Corp. position peaked at $1.46K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held Zomedica Corp. as of Q1 2025.

Based on Connecticut Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.