Brewin Dolphin Wealth Management’s Zoom ZM Stock Holding History

Brewin Dolphin 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
2022 Q2	$16K	Buy	140 +70	+100%	+$7.38K	﹤0.01%	260
2022 Q1	$8K	Hold	70	–	–	﹤0.01%	303
2021 Q4	$13K	Hold	70	–	–	﹤0.01%	281
2021 Q3	$18.3K	Hold	70	–	–	﹤0.01%	269
2021 Q2	$27.1K	Sell	70 -45	-39%	-$15K	﹤0.01%	242
2021 Q1	$36.9K	Hold	115	–	–	0.01%	201
2020 Q4	$38.8K	Hold	115	–	–	0.01%	177
2020 Q3	$54.1K	Sell	115 -55	-32%	-$17.6K	0.01%	156
2020 Q2	$43.1K	Hold	170	–	–	0.01%	165
2020 Q1	$24.8K	Buy	+170	New	+$16.8K	0.01%	135

Other funds holding ZM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Brewin Dolphin Wealth Management's ZM Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Zoom (ZM) stake by 100% in Q2 2022, buying an estimated $7.38K and bringing the position to 140 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Brewin Dolphin Wealth Management first reported a position in ZM in Q1 2020 and has held it in 10 quarters since. The position peaked at $54.1K in Q3 2020. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Brewin Dolphin Wealth Management held 140 shares of Zoom worth $16K as of Q2 2022.
Brewin Dolphin Wealth Management bought 70 Zoom shares in Q2 2022, an estimated $7.38K.
Zoom made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #260 holding.
Brewin Dolphin Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 10 quarters since.
Brewin Dolphin Wealth Management's Zoom position peaked at $54.1K in Q3 2020.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.