1W
ZM icon

1776 Wealth’s Zoom ZM Stock Holding History

1776 Wealth’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
2022
Q1 		– Sell
-1,400
Closed -$257K – 135
2021
Q4 		$257K Sell
1,400
-1,560
-53% -$367K 0.14% 106
2021
Q3 		$774K Sell
2,960
-18
-0.6% -$6.07K 0.44% 40
2021
Q2 		$1.15M Hold
2,978
– – 0.66% 30
2021
Q1 		$957K Buy
2,978
+1,100
+59% +$405K 0.61% 36
2020
Q4 		$633K Buy
1,878
+1,000
+114% +$446K 0.41% 45
2020
Q3 		$412K Sell
878
-110
-11% -$35.2K 0.3% 54
2020
Q2 		$250K Sell
988
-378
-28% -$68K 0.17% 87
2020
Q1 		$149K Buy
1,366
+738
+118% +$72.8K 0.06% 161
2019
Q4 		$42K Buy
+628
New +$43.2K 0.04% 196

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return