MFA
ZM icon

McClarren Financial Advisors’s Zoom ZM Stock Holding History

McClarren Financial 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
Q2 		– Sell
-14
Closed – – 316
2025
Q1 		$0 Buy
+14
New +$1.12K ﹤0.01% 378
2024
Q4 		– Sell
-14
Closed – – 331
2024
Q3 		$0 Sell
14
-45
-76% -$2.81K ﹤0.01% 369
2024
Q2 		$0 Buy
59
+45
+321% +$2.76K ﹤0.01% 383
2024
Q1 		$1K Hold
14
– – ﹤0.01% 349
2023
Q4 		$1K Hold
14
– – ﹤0.01% 368
2023
Q3 		$0 Hold
14
– – ﹤0.01% 414
2023
Q2 		$0 Hold
14
– – ﹤0.01% 480
2023
Q1 		$1K Hold
14
– – ﹤0.01% 317
2022
Q4 		$0 Hold
14
– – ﹤0.01% 486
2022
Q3 		$1K Buy
+14
New +$1.33K ﹤0.01% 297
2022
Q2 		– Sell
-14
Closed -$1K – 301
2022
Q1 		$1K Hold
14
– – ﹤0.01% 271
2021
Q4 		$3K Hold
14
– – ﹤0.01% 289
2021
Q3 		$3K Hold
14
– – ﹤0.01% 255
2021
Q2 		$5K Hold
14
– – ﹤0.01% 256
2021
Q1 		$4K Hold
14
– – ﹤0.01% 226
2020
Q4 		$4K Buy
+14
New +$6.24K ﹤0.01% 193

Other funds holding ZM

Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return