Dynamic Advisor Solutions’s Zoom ZM Stock Holding History

Dynamic Advisor 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
2024 Q3	–	Sell	-6,990	Closed	-$414K	–	1012
2024 Q2	$414K	Sell	6,990 -171	-2%	-$10.5K	0.01%	672
2024 Q1	$468K	Buy	7,161 +119	+2%	+$7.93K	0.02%	622
2023 Q4	$472K	Sell	7,042 -97	-1%	-$6.41K	0.02%	586
2023 Q3	$499K	Buy	7,139 +1,293	+22%	+$89.7K	0.02%	519
2023 Q2	$397K	Buy	5,846 +129	+2%	+$8.63K	0.02%	560
2023 Q1	$422K	Buy	+5,717	New	+$412K	0.02%	510
2022 Q3	–	Sell	-2,496	Closed	-$269K	–	748
2022 Q2	$269K	Sell	2,496 -34	-1%	-$3.59K	0.02%	567
2022 Q1	$297K	Sell	2,530 -220	-8%	-$29.9K	0.02%	564
2021 Q4	$506K	Buy	2,750 +106	+4%	+$24.9K	0.04%	420
2021 Q3	$691K	Buy	2,644 +220	+9%	+$74.2K	0.05%	371
2021 Q2	$938K	Buy	2,424 +167	+7%	+$55.6K	0.07%	289
2021 Q1	$725K	Sell	2,257 -296	-12%	-$109K	0.07%	298
2020 Q4	$861K	Buy	2,553 +71	+3%	+$31.7K	0.08%	266
2020 Q3	$1.17M	Buy	2,482 +52	+2%	+$16.6K	0.13%	183
2020 Q2	$616K	Buy	2,430 +322	+15%	+$57.9K	0.08%	249
2020 Q1	$308K	Buy	+2,108	New	+$208K	0.06%	332

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