BRWM
ZM icon

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

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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