Tradewinds Capital Management’s Zoom ZM Stock Holding History

Tradewinds Capital Management’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 Q4	–	Sell	-35	Closed	-$2.44K	–	726
2024 Q3	$2.44K	Hold	35	–	–	﹤0.01%	456
2024 Q2	$2.07K	Hold	35	–	–	﹤0.01%	440
2024 Q1	$2.29K	Hold	35	–	–	﹤0.01%	410
2023 Q4	$2.52K	Hold	35	–	–	﹤0.01%	330
2023 Q3	$2.45K	Hold	35	–	–	﹤0.01%	327
2023 Q2	$2.38K	Hold	35	–	–	﹤0.01%	319
2023 Q1	$2.58K	Hold	35	–	–	﹤0.01%	320
2022 Q4	$2.37K	Hold	35	–	–	﹤0.01%	355
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	318
2022 Q2	$4K	Sell	35 -51	-59%	-$5.38K	﹤0.01%	301
2022 Q1	$10K	Hold	86	–	–	﹤0.01%	486
2021 Q4	$16K	Buy	86 +51	+146%	+$12K	﹤0.01%	419
2021 Q3	$9K	Hold	35	–	–	﹤0.01%	489
2021 Q2	$14K	Hold	35	–	–	﹤0.01%	427
2021 Q1	$11K	Sell	35 -92	-72%	-$33.9K	﹤0.01%	447
2020 Q4	$43K	Sell	127 -20	-14%	-$8.92K	0.01%	237
2020 Q3	$69K	Sell	147 -203	-58%	-$64.9K	0.02%	167
2020 Q2	$89K	Sell	350 -270	-44%	-$48.6K	0.02%	143
2020 Q1	$91K	Buy	+620	New	+$61.2K	0.03%	133

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return