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ZM icon

BFSG LLC’s Zoom ZM Stock Holding History

BFSG LLC’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
2026
Q1 		$4.02K Hold
50
– – ﹤0.01% 633
2025
Q4 		$4.32K Hold
50
– – ﹤0.01% 603
2025
Q3 		$4.13K Hold
50
– – ﹤0.01% 596
2025
Q2 		$3.9K Hold
50
– – ﹤0.01% 573
2025
Q1 		$3.69K Hold
50
– – ﹤0.01% 571
2024
Q4 		$4.08K Hold
50
– – ﹤0.01% 572
2024
Q3 		$3.49K Hold
50
– – ﹤0.01% 562
2024
Q2 		$2.96K Hold
50
– – ﹤0.01% 557
2024
Q1 		$3.27K Sell
50
-75
-60% -$5K ﹤0.01% 571
2023
Q4 		$8.99K Buy
+125
New +$8.27K ﹤0.01% 465
2021
Q1 		– Sell
-2,130
Closed -$718K – 218
2020
Q4 		$718K Buy
2,130
+231
+12% +$103K 0.12% 147
2020
Q3 		$893K Sell
1,899
-1,431
-43% -$458K 0.17% 109
2020
Q2 		$844K Buy
+3,330
New +$599K 0.18% 96

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return