Creative Financial Designs’s Zoom ZM Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-48	Closed	-$2.84K	–	1745
2024 Q2	$2.84K	Hold	48	–	–	﹤0.01%	1435
2024 Q1	$3.14K	Sell	48 -3	-6%	-$200	﹤0.01%	1413
2023 Q4	$3.67K	Buy	51 +3	+6%	+$198	﹤0.01%	1324
2023 Q3	$3.36K	Hold	48	–	–	﹤0.01%	1261
2023 Q2	$3.26K	Hold	48	–	–	﹤0.01%	1249
2023 Q1	$3.54K	Sell	48 -250	-84%	-$18K	﹤0.01%	1182
2022 Q4	$20.2K	Hold	298	–	–	﹤0.01%	765
2022 Q3	$22K	Hold	298	–	–	﹤0.01%	722
2022 Q2	$32K	Hold	298	–	–	0.01%	638
2022 Q1	$35K	Hold	298	–	–	0.01%	635
2021 Q4	$56K	Hold	298	–	–	0.01%	554
2021 Q3	$78K	Hold	298	–	–	0.01%	501
2021 Q2	$115K	Hold	298	–	–	0.02%	417
2021 Q1	$96K	Sell	298 -603	-67%	-$222K	0.02%	424
2020 Q4	$304K	Buy	901 +563	+167%	+$251K	0.06%	211
2020 Q3	$159K	Sell	338 -180	-35%	-$57.6K	0.04%	269
2020 Q2	$131K	Buy	518 +135	+35%	+$24.3K	0.04%	245
2020 Q1	$56K	Buy	+383	New	+$37.8K	0.03%	216

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return