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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return