Mezzasalma Advisors’s Zoom ZM Stock Holding History

Mezzasalma 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
2024 Q2	–	Sell	-10,090	Closed	-$660K	–	110
2024 Q1	$660K	Sell	10,090 -10,630	-51%	-$709K	0.31%	51
2023 Q4	$1.49M	Sell	20,720 -350	-2%	-$23.1K	0.81%	27
2023 Q3	$1.47M	Sell	21,070 -40	-0.2%	-$2.78K	0.91%	26
2023 Q2	$1.43M	Buy	21,110 +115	+0.5%	+$7.69K	0.87%	26
2023 Q1	$1.55M	Sell	20,995 -130	-0.6%	-$9.37K	1.1%	23
2022 Q4	$1.43M	Sell	21,125 -1,730	-8%	-$131K	1.25%	21
2022 Q3	$1.68M	Sell	22,855 -10	-0%	-$952	1.34%	18
2022 Q2	$2.47M	Sell	22,865 -30	-0.1%	-$3.16K	2.09%	12
2022 Q1	$2.68M	Sell	22,895 -1,510	-6%	-$205K	1.67%	16
2021 Q4	$4.49M	Sell	24,405 -1,330	-5%	-$313K	2.41%	12
2021 Q3	$6.73M	Buy	25,735 +10,485	+69%	+$3.54M	3.78%	6
2021 Q2	$5.9M	Hold	15,250	–	–	3.25%	8
2021 Q1	$4.9M	Sell	15,250 -70	-0.5%	-$25.8K	3.14%	9
2020 Q4	$5.17M	Buy	+15,320	New	+$6.83M	3.31%	8

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management

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

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return