CA
ZM icon

Continuum Advisory’s Zoom ZM Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-45
Closed -$3.32K – 1624
2025
Q1 		$3.32K Sell
45
-5
-10% -$398 ﹤0.01% 1200
2024
Q4 		$4.08K Buy
50
+4
+9% +$314 ﹤0.01% 1189
2024
Q3 		$3.8K Buy
46
+10
+28% +$625 ﹤0.01% 1236
2024
Q2 		$2.13K Sell
36
-330
-90% -$20.3K ﹤0.01% 1282
2024
Q1 		$22.4K Sell
366
-21,533
-98% -$1.44M ﹤0.01% 757
2023
Q4 		$1.57M Sell
21,899
-280
-1% -$18.5K 0.22% 115
2023
Q3 		$1.55M Sell
22,179
-386
-2% -$26.8K 0.25% 107
2023
Q2 		$1.53M Buy
22,565
+9,597
+74% +$642K 0.24% 111
2023
Q1 		$958K Buy
+12,968
New +$934K 0.16% 154

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return