PSI Advisors’s Zoom ZM Stock Holding History

PSI 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	-36	Closed	-$2.66K	–	724
2025 Q1	$2.66K	Sell	36 -60	-63%	-$4.78K	﹤0.01%	574
2024 Q4	$7.83K	Hold	96	–	–	﹤0.01%	565
2024 Q3	$6.69K	Hold	96	–	–	﹤0.01%	607
2024 Q2	$5.68K	Hold	96	–	–	﹤0.01%	619
2024 Q1	$6.28K	Hold	96	–	–	﹤0.01%	556
2023 Q4	$6.9K	Hold	96	–	–	﹤0.01%	560
2023 Q3	$6.71K	Hold	96	–	–	﹤0.01%	550
2023 Q2	$6.52K	Hold	96	–	–	﹤0.01%	550
2023 Q1	$7.09K	Hold	96	–	–	﹤0.01%	488
2022 Q4	$6.5K	Sell	96 -55	-36%	-$4.18K	﹤0.01%	484
2022 Q3	$11K	Sell	151 -50	-25%	-$4.76K	0.01%	421
2022 Q2	$22K	Buy	201 +50	+33%	+$5.27K	0.01%	345
2022 Q1	$18K	Buy	151 +10	+7%	+$1.36K	0.01%	386
2021 Q4	$26K	Sell	141 -15	-10%	-$3.53K	0.01%	358
2021 Q3	$41K	Buy	+156	New	+$52.6K	0.02%	305

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

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