TWM
ZM icon

Tradition Wealth Management’s Zoom ZM Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-690
Closed -$50K – 1219
2023
Q4 		$50K Buy
690
+591
+597% +$39.1K 0.01% 630
2023
Q3 		$7K Hold
99
– – ﹤0.01% 1111
2023
Q2 		$7K Buy
99
+24
+32% +$1.6K ﹤0.01% 1140
2023
Q1 		$6K Hold
75
– – ﹤0.01% 1126
2022
Q4 		$5K Hold
75
– – ﹤0.01% 1064
2022
Q3 		$6K Hold
75
– – ﹤0.01% 1052
2022
Q2 		$8K Hold
75
– – ﹤0.01% 884
2022
Q1 		$9K Sell
75
-5
-6% -$680 ﹤0.01% 927
2021
Q4 		$15K Sell
80
-15
-16% -$3.53K ﹤0.01% 810
2021
Q3 		$25K Hold
95
– – ﹤0.01% 679
2021
Q2 		$37K Sell
95
-25
-21% -$8.33K 0.01% 613
2021
Q1 		$39K Hold
120
– – 0.01% 489
2020
Q4 		$40K Buy
+120
New +$53.5K 0.01% 452

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return