Advisors Asset Management’s Zoom ZM Stock Holding History

Advisors Asset 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
2023 Q3	–	Sell	-303	Closed	-$20.6K	–	1460
2023 Q2	$20.6K	Sell	303 -519	-63%	-$34.7K	﹤0.01%	1367
2023 Q1	$60.7K	Sell	822 -473	-37%	-$34.1K	﹤0.01%	1280
2022 Q4	$87.7K	Sell	1,295 -344	-21%	-$26.1K	﹤0.01%	1263
2022 Q3	$121K	Sell	1,639 -391	-19%	-$37.2K	﹤0.01%	1231
2022 Q2	$219K	Sell	2,030 -544	-21%	-$57.4K	﹤0.01%	1147
2022 Q1	$302K	Sell	2,574 -62	-2%	-$8.43K	﹤0.01%	1134
2021 Q4	$485K	Buy	2,636 +463	+21%	+$109K	0.01%	1014
2021 Q3	$568K	Buy	2,173 +286	+15%	+$96.4K	0.01%	962
2021 Q2	$730K	Buy	1,887 +653	+53%	+$217K	0.01%	918
2021 Q1	$396K	Buy	1,234 +1,001	+430%	+$368K	0.01%	1064
2020 Q4	$79K	Buy	+233	New	+$104K	﹤0.01%	1390

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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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