Retirement Income Solutions’s Zomedica Corp. ZOM Stock Holding History

Retirement Income Solutions’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
2025 Q1	–	Sell	-20,353	Closed	-$2.44K	–	157
2024 Q4	$2.44K	Hold	20,353	–	–	﹤0.01%	149
2024 Q3	$2.79K	Hold	20,353	–	–	﹤0.01%	146
2024 Q2	$2.98K	Hold	20,353	–	–	﹤0.01%	141
2024 Q1	$2.97K	Sell	20,353 -20,790	-51%	-$2.91K	﹤0.01%	156
2023 Q4	$8.24K	Hold	41,143	–	–	﹤0.01%	143
2023 Q3	$6.88K	Hold	41,143	–	–	﹤0.01%	129
2023 Q2	$8.23K	Hold	41,143	–	–	﹤0.01%	139
2023 Q1	$8.71K	Buy	41,143 +20,790	+102%	+$5.1K	﹤0.01%	134
2022 Q4	$3.32K	Hold	20,353	–	–	﹤0.01%	119
2022 Q3	$4K	Hold	20,353	–	–	﹤0.01%	110
2022 Q2	$4K	Hold	20,353	–	–	﹤0.01%	112
2022 Q1	$7K	Buy	+20,353	New	+$6.66K	﹤0.01%	115
2021 Q4	–	Sell	-21,599	Closed	-$11K	–	115
2021 Q3	$11K	Hold	21,599	–	–	﹤0.01%	99
2021 Q2	$18K	Hold	21,599	–	–	0.01%	100
2021 Q1	$34K	Sell	21,599 -5,104	-19%	-$8.34K	0.01%	94
2020 Q4	$6K	Sell	26,703 -5,357	-17%	-$683	﹤0.01%	91
2020 Q3	$3K	Hold	32,060	–	–	﹤0.01%	77
2020 Q2	$7K	Hold	32,060	–	–	﹤0.01%	79
2020 Q1	$6K	Buy	32,060 +5,357	+20%	+$1.23K	﹤0.01%	73
2019 Q4	$9K	Hold	26,703	–	–	﹤0.01%	77
2019 Q3	$10K	Hold	26,703	–	–	0.01%	72
2019 Q2	$6K	Buy	+26,703	New	+$8.09K	﹤0.01%	68

Other funds holding ZOM

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Retirement Income Solutions's ZOM Position: Q1 2025 in Review

Retirement Income Solutions sold out of Zomedica Corp. (ZOM) in Q1 2025, closing a stake of 20,353 shares — an estimated $2.44K sold.

Retirement Income Solutions first reported a position in ZOM in Q2 2019 and held it in 22 quarters. The position peaked at $34K in Q1 2021. 23 funds tracked by Wall St. Rank hold ZOM as of Q1 2025.

Retirement Income Solutions reported no remaining Zomedica Corp. position as of Q1 2025 after selling out during the quarter.
Retirement Income Solutions sold 20,353 Zomedica Corp. shares in Q1 2025, an estimated $2.44K.
Retirement Income Solutions first reported a position in Zomedica Corp. in Q2 2019 and held it in 22 quarters.
Retirement Income Solutions's Zomedica Corp. position peaked at $34K in Q1 2021.
23 funds tracked by Wall St. Rank held Zomedica Corp. as of Q1 2025.

Based on Retirement Income Solutions's 13F filing for Q1 2025, filed 6 May 2025.