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 $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BerganKDV Wealth Management's ZM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Zoom (ZM) stake by 7.4% in Q2 2023, selling an estimated $267 and leaving 50 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

BerganKDV Wealth Management first reported a position in ZM in Q2 2020 and has held it in 13 quarters since. The position peaked at $28K in Q4 2021. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

BerganKDV Wealth Management held 50 shares of Zoom worth $3.39K as of Q2 2023.
BerganKDV Wealth Management sold 4 Zoom shares in Q2 2023, an estimated $267.
Zoom made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #644 holding.
BerganKDV Wealth Management first reported a position in Zoom in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Zoom position peaked at $28K in Q4 2021.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.