DADC
ZM icon

D.A. Davidson & Co’s Zoom ZM Stock Holding History

D.A. Davidson & Co’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
Q2 		– Sell
-9,805
Closed -$641K – 1430
2024
Q1 		$641K Buy
9,805
+1,224
+14% +$81.6K 0.01% 892
2023
Q4 		$617K Buy
8,581
+585
+7% +$38.7K 0.01% 872
2023
Q3 		$559K Sell
7,996
-733
-8% -$50.9K 0.01% 862
2023
Q2 		$593K Sell
8,729
-5,632
-39% -$377K 0.01% 872
2023
Q1 		$1.06M Buy
14,361
+2,416
+20% +$174K 0.01% 646
2022
Q4 		$809K Sell
11,945
-6
-0.1% -$456 0.01% 692
2022
Q3 		$879K Buy
11,951
+1,094
+10% +$104K 0.01% 619
2022
Q2 		$1.17M Buy
10,857
+182
+2% +$19.2K 0.01% 548
2022
Q1 		$1.25M Buy
10,675
+3,599
+51% +$489K 0.01% 583
2021
Q4 		$1.3M Buy
7,076
+1,610
+29% +$379K 0.01% 578
2021
Q3 		$1.43M Sell
5,466
-461
-8% -$155K 0.02% 530
2021
Q2 		$2.29M Buy
5,927
+656
+12% +$218K 0.03% 409
2021
Q1 		$1.69M Buy
5,271
+1,821
+53% +$670K 0.02% 442
2020
Q4 		$1.17M Buy
3,450
+535
+18% +$239K 0.02% 470
2020
Q3 		$1.37M Sell
2,915
-603
-17% -$193K 0.02% 384
2020
Q2 		$892K Buy
3,518
+137
+4% +$24.7K 0.02% 468
2020
Q1 		$494K Buy
+3,381
New +$334K 0.01% 598

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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return