FWM
ZOM

Focused Wealth Management’s Zomedica Corp. ZOM Stock Holding History

Focused Wealth Management’s Portfolio ZOM Stock Details ZOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,550
Closed -$511 – 1057
2023
Q4 		$511 Hold
2,550
– – ﹤0.01% 899
2023
Q3 		$426 Hold
2,550
– – ﹤0.01% 927
2023
Q2 		$510 Hold
2,550
– – ﹤0.01% 945
2023
Q1 		$540 Hold
2,550
– – ﹤0.01% 933
2022
Q4 		$416 Hold
2,550
– – ﹤0.01% 967
2022
Q3 		$1K Hold
2,550
– – ﹤0.01% 934
2022
Q2 		$1K Hold
2,550
– – ﹤0.01% 910
2022
Q1 		$1K Hold
2,550
– – ﹤0.01% 972
2021
Q4 		$1K Sell
2,550
-2,550
-50% -$1.15K ﹤0.01% 965
2021
Q3 		$3K Hold
5,100
– – ﹤0.01% 792
2021
Q2 		$4K Hold
5,100
– – ﹤0.01% 775
2021
Q1 		$8K Buy
+5,100
New +$8.33K ﹤0.01% 649

Other funds holding ZOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Focused Wealth Management's ZOM Position: Q1 2024 in Review

Focused Wealth Management sold out of Zomedica Corp. (ZOM) in Q1 2024, closing a stake of 2,550 shares — an estimated $511 sold.

Focused Wealth Management first reported a position in ZOM in Q1 2021 and held it in 12 quarters. The position peaked at $8K in Q1 2021. 99 funds tracked by Wall St. Rank hold ZOM as of Q1 2024.

  • Focused Wealth Management reported no remaining Zomedica Corp. position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 2,550 Zomedica Corp. shares in Q1 2024, an estimated $511.
  • Focused Wealth Management first reported a position in Zomedica Corp. in Q1 2021 and held it in 12 quarters.
  • Focused Wealth Management's Zomedica Corp. position peaked at $8K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Zomedica Corp. as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.