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Baldrige Asset Management’s Zoom ZM Stock Holding History

Baldrige 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
Q1 		$1K Buy
+20
New +$1.44K ﹤0.01% 394

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baldrige Asset Management's ZM Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Zoom (ZM) in Q1 2023: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings.

656 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • Baldrige Asset Management held 20 shares of Zoom worth $1K as of Q1 2023.
  • Zoom was a new Baldrige Asset Management position in Q1 2023.
  • Zoom made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #394 holding.
  • 656 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.