FA
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FDx Advisors’s Zoom ZM Stock Holding History

FDx Advisors’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
Q1 		– Sell
-8,857
Closed -$637K – 672
2023
Q4 		$637K Sell
8,857
-433
-5% -$28.6K 0.05% 335
2023
Q3 		$650K Sell
9,290
-5,493
-37% -$381K 0.05% 299
2023
Q2 		$1M Buy
14,783
+3,381
+30% +$226K 0.06% 301
2023
Q1 		$772K Hold
11,402
– – 0.03% 345
2022
Q4 		$772K Buy
11,402
+1,225
+12% +$93K 0.03% 345
2022
Q3 		$749K Buy
10,177
+1,632
+19% +$155K 0.03% 329
2022
Q2 		$923K Buy
8,545
+1,376
+19% +$145K 0.03% 334
2022
Q1 		$840K Buy
7,169
+3,436
+92% +$467K 0.03% 365
2021
Q4 		$687K Buy
3,733
+1,620
+77% +$381K 0.02% 446
2021
Q3 		$553K Buy
2,113
+642
+44% +$216K 0.02% 483
2021
Q2 		$569K Buy
1,471
+593
+68% +$197K 0.02% 481
2021
Q1 		$282K Buy
+878
New +$323K 0.01% 646

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return