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
2021 Q4	–	Sell	-1,300	Closed	-$154K	–	402
2021 Q3	$154K	Buy	+1,300	New	+$438K	0.02%	143

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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.