ETI
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Enterprise Trust & Investment’s Zoom ZM Stock Holding History

Enterprise Trust & Investment’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 		$3K Hold
25
– – ﹤0.01% 328
2022
Q1 		$3K Hold
25
– – ﹤0.01% 191
2021
Q4 		$5K Hold
25
– – ﹤0.01% 198
2021
Q3 		$7K Hold
25
– – ﹤0.01% 197
2021
Q2 		$10K Buy
+25
New +$8.33K ﹤0.01% 184

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 $154B AUM 29.96% 1-Year Est. Return

Enterprise Trust & Investment's ZM Position: Q2 2022 in Review

Enterprise Trust & Investment held its Zoom (ZM) position steady in Q2 2022 at 25 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Enterprise Trust & Investment first reported a position in ZM in Q2 2021 and has held it in 5 quarters since. The position peaked at $10K in Q2 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • Enterprise Trust & Investment held 25 shares of Zoom worth $3K as of Q2 2022.
  • Enterprise Trust & Investment left its Zoom share count unchanged in Q2 2022.
  • Zoom made up ﹤0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #328 holding.
  • Enterprise Trust & Investment first reported a position in Zoom in Q2 2021 and has held it in 5 quarters since.
  • Enterprise Trust & Investment's Zoom position peaked at $10K in Q2 2021.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.