HHM Wealth Advisors’s Zoom ZM Stock Holding History

HHM Wealth 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
2025 Q3	–	Sell	-19	Closed	-$1.48K	–	944
2025 Q2	$1.48K	Hold	19	–	–	﹤0.01%	789
2025 Q1	$1.4K	Hold	19	–	–	﹤0.01%	793
2024 Q4	$1.55K	Buy	+19	New	+$1.49K	﹤0.01%	783
2024 Q1	–	Sell	-50	Closed	-$3.6K	–	784
2023 Q4	$3.6K	Hold	50	–	–	﹤0.01%	653
2023 Q3	$3.5K	Hold	50	–	–	﹤0.01%	677
2023 Q2	$3.39K	Hold	50	–	–	﹤0.01%	701
2023 Q1	$3.69K	Hold	50	–	–	﹤0.01%	680
2022 Q4	$3.39K	Sell	50 -83	-62%	-$6.3K	﹤0.01%	560
2022 Q3	$10K	Hold	133	–	–	﹤0.01%	446
2022 Q2	$14K	Hold	133	–	–	﹤0.01%	479
2022 Q1	$16K	Hold	133	–	–	﹤0.01%	469
2021 Q4	$24K	Sell	133 -6	-4%	-$1.41K	0.01%	407
2021 Q3	$36K	Buy	139 +25	+22%	+$8.43K	0.01%	338
2021 Q2	$44K	Buy	114 +50	+78%	+$16.7K	0.01%	320
2021 Q1	$21K	Hold	64	–	–	0.01%	377
2020 Q4	$22K	Sell	64 -52	-45%	-$23.2K	0.01%	344
2020 Q3	$55K	Buy	116 +12	+12%	+$3.84K	0.02%	210
2020 Q2	$26K	Buy	+104	New	+$18.7K	0.01%	289

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return