IWA
ZOM

IVC Wealth Advisors’s Zomedica Corp. ZOM Stock Holding History

IVC Wealth Advisors’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
-20,000
Closed -$4K – 171
2023
Q4 		$4K Sell
20,000
-25,000
-56% -$4.39K ﹤0.01% 161
2023
Q3 		$7.52K Hold
45,000
– – 0.01% 154
2023
Q2 		$9K Buy
45,000
+25,000
+125% +$5.07K 0.01% 160
2023
Q1 		$4.23K Buy
+20,000
New +$4.9K ﹤0.01% 142

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

IVC Wealth Advisors's ZOM Position: Q1 2024 in Review

IVC Wealth Advisors sold out of Zomedica Corp. (ZOM) in Q1 2024, closing a stake of 20,000 shares — an estimated $4K sold.

IVC Wealth Advisors first reported a position in ZOM in Q1 2023 and held it in 4 quarters. The position peaked at $9K in Q2 2023. 99 funds tracked by Wall St. Rank hold ZOM as of Q1 2024.

  • IVC Wealth Advisors reported no remaining Zomedica Corp. position as of Q1 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 20,000 Zomedica Corp. shares in Q1 2024, an estimated $4K.
  • IVC Wealth Advisors first reported a position in Zomedica Corp. in Q1 2023 and held it in 4 quarters.
  • IVC Wealth Advisors's Zomedica Corp. position peaked at $9K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Zomedica Corp. as of Q1 2024.

Based on IVC Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.