BEI
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Benjamin Edwards Inc’s Zoom ZM Stock Holding History

Benjamin Edwards Inc’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
-159
Closed -$9K – 1209
2024
Q2 		$9K Sell
159
-60
-27% -$3.69K ﹤0.01% 627
2024
Q1 		$14K Sell
219
-213
-49% -$14.2K ﹤0.01% 617
2023
Q4 		$31K Sell
432
-277
-39% -$18.3K 0.01% 513
2023
Q3 		$50K Sell
709
-2
-0.3% -$139 0.01% 454
2023
Q2 		$48K Buy
711
+45
+7% +$3.01K 0.01% 466
2023
Q1 		$49K Buy
666
+23
+4% +$1.66K 0.01% 465
2022
Q4 		$44K Buy
643
+162
+34% +$12.3K 0.01% 429
2022
Q3 		$35K Buy
481
+2
+0.4% +$190 0.01% 449
2022
Q2 		$52K Sell
479
-402
-46% -$42.4K 0.02% 429
2022
Q1 		$103K Buy
881
+132
+18% +$18K 0.03% 357
2021
Q4 		$138K Buy
749
+611
+443% +$144K 0.04% 306
2021
Q3 		$36K Buy
138
+38
+38% +$12.8K 0.02% 343
2021
Q2 		$39K Buy
100
+44
+79% +$14.7K 0.03% 291
2021
Q1 		$18K Buy
+56
New +$20.6K 0.01% 304

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