B. Riley Wealth Advisors’s Zoom ZM Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-3,098	Closed	-$210K	–	1623
2022 Q4	$210K	Sell	3,098 -83	-3%	-$6.3K	0.01%	1232
2022 Q3	$234K	Buy	3,181 +1,147	+56%	+$109K	0.01%	1155
2022 Q2	$220K	Sell	2,034 -793	-28%	-$83.6K	0.01%	1011
2022 Q1	$332K	Sell	2,827 -385	-12%	-$52.4K	0.01%	962
2021 Q4	$591K	Sell	3,212 -2,742	-46%	-$645K	0.02%	729
2021 Q3	$1.64M	Sell	5,954 -243	-4%	-$81.9K	0.05%	392
2021 Q2	$2.36M	Buy	6,197 +2,795	+82%	+$931K	0.08%	295
2021 Q1	$1.11M	Sell	3,402 -317	-9%	-$117K	0.04%	449
2020 Q4	$1.26M	Sell	3,719 -115	-3%	-$51.3K	0.07%	277
2020 Q3	$1.66M	Sell	3,834 -2,782	-42%	-$890K	0.09%	230
2020 Q2	$1.68M	Sell	6,616 -89	-1%	-$16K	0.11%	193
2020 Q1	$980K	Buy	+6,705	New	+$662K	0.08%	240
2019 Q3	–	Sell	-4,411	Closed	-$392K	–	858
2019 Q2	$392K	Buy	+4,411	New	+$363K	0.04%	469

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return