CFN
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Cordasco Financial Network’s Zoom ZM Stock Holding History

Cordasco Financial Network’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 		$4K Hold
35
– – ﹤0.01% 496
2022
Q1 		$4K Sell
35
-107
-75% -$14.6K ﹤0.01% 485
2021
Q4 		$26K Hold
142
– – 0.02% 271
2021
Q3 		$37K Buy
142
+91
+178% +$30.7K 0.03% 234
2021
Q2 		$20K Hold
51
– – 0.01% 299
2021
Q1 		$16K Hold
51
– – 0.01% 310
2020
Q4 		$17K Hold
51
– – 0.01% 260
2020
Q3 		$24K Buy
+51
New +$16.3K 0.02% 226

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
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 $1.56T 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 $175B AUM 40.63% 1-Year Est. Return

Cordasco Financial Network's ZM Position: Q2 2022 in Review

Cordasco Financial Network held its Zoom (ZM) position steady in Q2 2022 at 35 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Cordasco Financial Network first reported a position in ZM in Q3 2020 and has held it in 8 quarters since. The position peaked at $37K in Q3 2021. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • Cordasco Financial Network held 35 shares of Zoom worth $4K as of Q2 2022.
  • Cordasco Financial Network left its Zoom share count unchanged in Q2 2022.
  • Zoom made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #496 holding.
  • Cordasco Financial Network first reported a position in Zoom in Q3 2020 and has held it in 8 quarters since.
  • Cordasco Financial Network's Zoom position peaked at $37K in Q3 2021.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.