VNA
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Valley National Advisers’s Zoom ZM Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-20
Closed -$1K – 1165
2024
Q2 		$1K Sell
20
-25
-56% -$1.54K ﹤0.01% 1154
2024
Q1 		$2K Buy
45
+15
+50% +$1K ﹤0.01% 1006
2023
Q4 		$2K Buy
30
+20
+200% +$1.32K ﹤0.01% 1005
2023
Q3 		$1K Buy
+10
New +$694 ﹤0.01% 1045
2021
Q2 		– Sell
-5
Closed -$2K – 946
2021
Q1 		$2K Hold
5
– – ﹤0.01% 760
2020
Q4 		$2K Buy
+5
New +$2.23K ﹤0.01% 713
2020
Q2 		– Sell
-25
Closed -$4K – 868
2020
Q1 		$4K Buy
+25
New +$2.47K ﹤0.01% 589

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return