BerganKDV Wealth Management’s Zoom ZM Stock Holding History

BerganKDV 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
2023 Q2	$3.39K	Sell	50 -4	-7%	-$267	﹤0.01%	644
2023 Q1	$3.99K	Sell	54 -13	-19%	-$937	﹤0.01%	723
2022 Q4	$4.54K	Sell	67 -86	-56%	-$6.53K	﹤0.01%	685
2022 Q3	$11K	Sell	153 -1	-0.6%	-$95	﹤0.01%	566
2022 Q2	$17K	Sell	154 -2	-1%	-$211	﹤0.01%	512
2022 Q1	$18K	Buy	156 +2	+1%	+$272	﹤0.01%	529
2021 Q4	$28K	Buy	154 +91	+144%	+$21.4K	﹤0.01%	498
2021 Q3	$16K	Sell	63 -6	-9%	-$2.02K	﹤0.01%	567
2021 Q2	$27K	Hold	69	–	–	﹤0.01%	484
2021 Q1	$22K	Buy	69 +1	+1%	+$368	﹤0.01%	478
2020 Q4	$23K	Buy	68 +50	+278%	+$22.3K	﹤0.01%	455
2020 Q3	$8K	Sell	18 -16	-47%	-$5.12K	﹤0.01%	540
2020 Q2	$9K	Buy	+34	New	+$6.12K	﹤0.01%	558

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return