CAGAS
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Capital Advisory Group Advisory Services’s Zoom ZM Stock Holding History

Capital Advisory Group Advisory Services’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 		– Sell
-1,021
Closed -$120K – 499
2022
Q1 		$120K Buy
+1,021
New +$139K 0.06% 190
2021
Q4 		– Sell
-1,552
Closed -$406K – 534
2021
Q3 		$406K Buy
1,552
+173
+13% +$58.3K 0.15% 128
2021
Q2 		$534K Buy
1,379
+79
+6% +$26.3K 0.19% 112
2021
Q1 		$418K Buy
1,300
+493
+61% +$181K 0.16% 125
2020
Q4 		$272K Sell
807
-452
-36% -$202K 0.11% 138
2020
Q3 		$592K Buy
1,259
+34
+3% +$10.9K 0.31% 77
2020
Q2 		$311K Buy
1,225
+1,116
+1,024% +$201K 0.17% 94
2020
Q1 		$16K Buy
+109
New +$10.8K 0.02% 193

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Morgan Stanley
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return