EWM
ZM icon

Edge Wealth Management’s Zoom ZM Stock Holding History

Edge 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
Q1 		– Sell
-70
Closed -$13K – 472
2021
Q4 		$13K Hold
70
– – ﹤0.01% 284
2021
Q3 		$18K Hold
70
– – ﹤0.01% 278
2021
Q2 		$27K Hold
70
– – 0.01% 244
2021
Q1 		$22K Hold
70
– – ﹤0.01% 261
2020
Q4 		$24K Sell
70
-65
-48% -$29K 0.01% 230
2020
Q3 		$63K Buy
135
+59
+78% +$18.9K 0.01% 185
2020
Q2 		$19K Sell
76
-1,150
-94% -$207K ﹤0.01% 375
2020
Q1 		$179K Buy
+1,226
New +$121K 0.04% 142

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edge Wealth Management's ZM Position: Q1 2022 in Review

Edge Wealth Management sold out of Zoom (ZM) in Q1 2022, closing a stake of 70 shares — an estimated $13K sold.

Edge Wealth Management first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $179K in Q1 2020. 767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Edge Wealth Management reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 70 Zoom shares in Q1 2022, an estimated $13K.
  • Edge Wealth Management first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
  • Edge Wealth Management's Zoom position peaked at $179K in Q1 2020.
  • 767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.