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Coppell Advisory Solutions’s Zoom ZM Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-2
Closed -$165 – 1933
2024
Q4 		$165 Hold
2
– – ﹤0.01% 1853
2024
Q3 		$139 Hold
2
– – ﹤0.01% 1768
2024
Q2 		$118 Buy
+2
New +$123 ﹤0.01% 1698
2023
Q4 		$791 Buy
11
+4
+57% +$265 ﹤0.01% 1455
2023
Q3 		$474 Buy
+7
New +$486 ﹤0.01% 1023
2023
Q1 		– Sell
-7
Closed -$474 – 1121
2022
Q4 		$474 Buy
+7
New +$532 ﹤0.01% 1026

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 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