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Burleson & Co’s Zoom ZM Stock Holding History

Burleson & Co’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
Q4 		$677 Hold
10
– – ﹤0.01% 369
2022
Q3 		$1K Sell
10
-3
-23% -$286 ﹤0.01% 385
2022
Q2 		$1K Sell
13
-57
-81% -$6.01K ﹤0.01% 414
2022
Q1 		$8K Sell
70
-100
-59% -$13.6K ﹤0.01% 281
2021
Q4 		$31K Sell
170
-95
-36% -$22.3K ﹤0.01% 211
2021
Q3 		$69K Buy
265
+10
+4% +$3.37K 0.01% 177
2021
Q2 		$99K Buy
255
+14
+6% +$4.66K 0.01% 165
2021
Q1 		$77K Buy
+241
New +$88.7K 0.01% 160

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Burleson & Co's ZM Position: Q4 2022 in Review

Burleson & Co held its Zoom (ZM) position steady in Q4 2022 at 10 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Burleson & Co first reported a position in ZM in Q1 2021 and has held it in 8 quarters since. The position peaked at $99K in Q2 2021. 652 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Burleson & Co held 10 shares of Zoom worth $677 as of Q4 2022.
  • Burleson & Co left its Zoom share count unchanged in Q4 2022.
  • Zoom made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #369 holding.
  • Burleson & Co first reported a position in Zoom in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Zoom position peaked at $99K in Q2 2021.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.