BRWM
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B. Riley Wealth Management’s Zoom ZM Stock Holding History

B. Riley Wealth 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
2022
Q1 		– Sell
-1,920
Closed -$353K – 715
2021
Q4 		$353K Sell
1,920
-255
-12% -$60K 0.02% 428
2021
Q3 		$569K Sell
2,175
-24
-1% -$8.09K 0.04% 305
2021
Q2 		$851K Sell
2,199
-4,801
-69% -$1.6M 0.09% 177
2021
Q1 		$2.25M Buy
+7,000
New +$2.58M 0.26% 91
2020
Q4 		– Sell
-10,564
Closed -$4.97M – 475
2020
Q3 		$4.97M Buy
10,564
+225
+2% +$72K 0.59% 48
2020
Q2 		$2.62M Sell
10,339
-8,462
-45% -$1.52M 0.29% 90
2020
Q1 		$2.75M Buy
+18,801
New +$1.86M 0.29% 87

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

B. Riley Wealth Management's ZM Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,920 shares — an estimated $353K sold.

B. Riley Wealth Management first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $4.97M in Q3 2020. 767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,920 Zoom shares in Q1 2022, an estimated $353K.
  • B. Riley Wealth Management first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • B. Riley Wealth Management's Zoom position peaked at $4.97M in Q3 2020.
  • 767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.