IAG Wealth Partners’s Zoom ZM Stock Holding History

IAG Wealth Partners’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 Q1	–	Sell	-80	Closed	-$6.53K	–	540
2024 Q4	$6.53K	Buy	+80	New	+$6.29K	﹤0.01%	398
2023 Q1	–	Sell	-20	Closed	-$1.35K	–	488
2022 Q4	$1.35K	Hold	20	–	–	﹤0.01%	400
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	426
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	394
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	410
2021 Q4	$4K	Hold	20	–	–	﹤0.01%	362
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	318
2021 Q2	$8K	Hold	20	–	–	﹤0.01%	290
2021 Q1	$7K	Hold	20	–	–	﹤0.01%	294
2020 Q4	$7K	Hold	20	–	–	﹤0.01%	283
2020 Q3	$10K	Hold	20	–	–	﹤0.01%	227
2020 Q2	$6K	Hold	20	–	–	﹤0.01%	277
2020 Q1	$3K	Buy	+20	New	+$1.97K	﹤0.01%	314

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

T. Rowe Price Investment Management

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

Norges Bank Oslo, Norway $935B AUM

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 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