AW
ZM icon

ACG Wealth’s Zoom ZM Stock Holding History

ACG 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
Q3 		– Sell
-764
Closed -$83K – 1047
2022
Q2 		$83K Buy
+764
New +$80.6K 0.02% 360
2021
Q3 		– Sell
-3,613
Closed -$1.4M – 332
2021
Q2 		$1.4M Sell
3,613
-2,020
-36% -$673K 0.18% 114
2021
Q1 		$1.81M Sell
5,633
-227
-4% -$83.5K 0.24% 89
2020
Q4 		$1.98M Buy
5,860
+50
+0.9% +$22.3K 0.27% 80
2020
Q3 		$2.73M Buy
5,810
+31
+0.5% +$9.91K 0.41% 67
2020
Q2 		$1.47M Buy
5,779
+434
+8% +$78.1K 0.24% 83
2020
Q1 		$781K Buy
+5,345
New +$527K 0.15% 131

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return