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Baldwin Wealth Partners’s Zoom ZM Stock Holding History

Baldwin Wealth Partners’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
2024
Q3 		– Sell
-7
Closed -$414 – 1177
2024
Q2 		$414 Buy
+7
New +$430 ﹤0.01% 741
2023
Q1 		– Sell
-4
Closed -$271 – 819
2022
Q4 		$271 Sell
4
-1,521
-100% -$116K ﹤0.01% 772
2022
Q3 		$112K Hold
1,525
– – 0.02% 227
2022
Q2 		$164K Hold
1,525
– – 0.02% 205
2022
Q1 		$179K Buy
1,525
+80
+6% +$10.9K 0.02% 221
2021
Q4 		$266K Buy
1,445
+120
+9% +$28.2K 0.03% 180
2021
Q3 		$347K Hold
1,325
– – 0.04% 152
2021
Q2 		$512K Hold
1,325
– – 0.06% 116
2021
Q1 		$426K Sell
1,325
-26
-2% -$9.57K 0.05% 121
2020
Q4 		$456K Buy
1,351
+186
+16% +$82.9K 0.06% 107
2020
Q3 		$548K Hold
1,165
– – 0.07% 94
2020
Q2 		$296K Sell
1,165
-185
-14% -$33.3K 0.04% 132
2020
Q1 		$197K Buy
+1,350
New +$133K 0.03% 146

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return