FTDI
ZM icon

First Trust Direct Indexing’s Zoom ZM Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-4,155
Closed -$290K – 963
2024
Q3 		$290K Buy
+4,155
New +$260K 0.02% 755
2024
Q1 		– Sell
-2,885
Closed -$207K – 857
2023
Q4 		$207K Sell
2,885
-960
-25% -$63.5K 0.02% 704
2023
Q3 		$269K Sell
3,845
-202
-5% -$14K 0.03% 552
2023
Q2 		$275K Buy
+4,047
New +$271K 0.03% 567
2022
Q3 		– Sell
-2,038
Closed -$220K – 675
2022
Q2 		$220K Buy
+2,038
New +$215K 0.03% 556
2021
Q3 		– Sell
-765
Closed -$296K – 689
2021
Q2 		$296K Buy
+765
New +$255K 0.04% 467

Other funds holding ZM

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return