Ellevest Inc’s Zoom ZM Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-3,057	Closed	-$226K	–	1700
2023 Q1	$226K	Buy	3,057 +575	+23%	+$41.4K	0.02%	291
2022 Q4	$168K	Buy	2,482 +230	+10%	+$17.5K	0.01%	331
2022 Q3	$166K	Buy	2,252 +798	+55%	+$76K	0.02%	313
2022 Q2	$157K	Buy	1,454 +1,103	+314%	+$116K	0.01%	329
2022 Q1	$41K	Buy	351 +201	+134%	+$27.3K	﹤0.01%	589
2021 Q4	$28K	Buy	150 +73	+95%	+$17.2K	﹤0.01%	649
2021 Q3	$20K	Buy	77 +56	+267%	+$18.9K	﹤0.01%	671
2021 Q2	$8K	Sell	21 -33	-61%	-$11K	﹤0.01%	820
2021 Q1	$17K	Buy	+54	New	+$19.9K	﹤0.01%	688
2020 Q4	–	Sell	-8	Closed	-$4K	–	1388
2020 Q3	$4K	Hold	8	–	–	﹤0.01%	820
2020 Q2	$2K	Sell	8 -1	-11%	-$180	﹤0.01%	924
2020 Q1	$1K	Buy	9 +1	+13%	+$99	﹤0.01%	1011
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	903
2019 Q3	$1K	Buy	+8	New	+$721	﹤0.01%	479

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return