BFC
ZM icon

Bedel Financial Consulting’s Zoom ZM Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-144
Closed -$17K – 950
2022
Q1 		$17K Hold
144
– – 0.01% 579
2021
Q4 		$26K Sell
144
-25
-15% -$5.88K 0.01% 518
2021
Q3 		$44K Buy
169
+50
+42% +$16.9K 0.02% 398
2021
Q2 		$46K Hold
119
– – 0.02% 389
2021
Q1 		$38K Hold
119
– – 0.01% 407
2020
Q4 		$40K Buy
119
+20
+20% +$8.92K 0.02% 344
2020
Q3 		$47K Sell
99
-36
-27% -$11.5K 0.02% 310
2020
Q2 		$34K Buy
135
+30
+29% +$5.4K 0.02% 330
2020
Q1 		$15K Buy
105
+50
+91% +$4.93K 0.01% 426
2019
Q4 		$4K Hold
55
– – ﹤0.01% 621
2019
Q3 		$4K Hold
55
– – ﹤0.01% 600
2019
Q2 		$5K Buy
+55
New +$4.52K ﹤0.01% 582

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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