Stratos Wealth Partners’s Zoom ZM Stock Holding History

Stratos Wealth Partners’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 Q1	–	Sell	-2,643	Closed	-$216K	–	1515
2024 Q4	$216K	Sell	2,643 -366	-12%	-$28.8K	﹤0.01%	1316
2024 Q3	$210K	Sell	3,009 -554	-16%	-$34.6K	﹤0.01%	1318
2024 Q2	$211K	Sell	3,563 -166	-4%	-$10.2K	﹤0.01%	1257
2024 Q1	$244K	Sell	3,729 -264	-7%	-$17.6K	﹤0.01%	1191
2023 Q4	$287K	Sell	3,993 -325	-8%	-$21.5K	0.01%	1100
2023 Q3	$302K	Buy	+4,318	New	+$300K	0.01%	1007
2022 Q4	–	Sell	-3,169	Closed	-$233K	–	1192
2022 Q3	$233K	Sell	3,169 -632	-17%	-$60.2K	0.01%	968
2022 Q2	$410K	Sell	3,801 -399	-10%	-$42.1K	0.01%	809
2022 Q1	$492K	Buy	4,200 +1	+0%	+$136	0.01%	821
2021 Q4	$772K	Sell	4,199 -708	-14%	-$166K	0.02%	649
2021 Q3	$1.28M	Sell	4,907 -66	-1%	-$22.3K	0.03%	446
2021 Q2	$1.93M	Sell	4,973 -298	-6%	-$99.2K	0.05%	354
2021 Q1	$1.69M	Sell	5,271 -357	-6%	-$131K	0.05%	351
2020 Q4	$1.9M	Sell	5,628 -828	-13%	-$369K	0.06%	276
2020 Q3	$3.04M	Buy	6,456 +1,303	+25%	+$417K	0.1%	212
2020 Q2	$1.31M	Sell	5,153 -4,808	-48%	-$865K	0.05%	328
2020 Q1	$1.46M	Buy	+9,961	New	+$983K	0.07%	257
2019 Q4	–	Sell	-3,278	Closed	-$250K	–	1012
2019 Q3	$250K	Buy	+3,278	New	+$295K	0.01%	790

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

AQR Capital Management

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

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

T. Rowe Price Investment Management

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

Norges Bank Oslo, Norway $935B AUM

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 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