Evanson Asset Management’s Zoom ZM Stock Holding History

Evanson Asset 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 Q4	–	Sell	-5,053	Closed	-$372K	–	277
2022 Q3	$372K	Sell	5,053 -31	-0.6%	-$2.95K	0.04%	179
2022 Q2	$549K	Buy	5,084 +57	+1%	+$6.01K	0.06%	147
2022 Q1	$589K	Sell	5,027 -23	-0.5%	-$3.13K	0.06%	149
2021 Q4	$929K	Buy	5,050 +16	+0.3%	+$3.76K	0.08%	104
2021 Q3	$1.99M	Buy	5,034 +31	+0.6%	+$10.5K	0.2%	66
2021 Q2	$1.94M	Sell	5,003 -252	-5%	-$83.9K	0.2%	64
2021 Q1	$1.69M	Sell	5,255 -8	-0.2%	-$2.94K	0.25%	62
2020 Q4	$1.77M	Buy	5,263 +13	+0.2%	+$5.8K	0.28%	54
2020 Q3	$2.47M	Sell	5,250 -50	-0.9%	-$16K	0.45%	34
2020 Q2	$1.34M	Buy	5,300 +6	+0.1%	+$1.08K	0.27%	55
2020 Q1	$774K	Buy	+5,294	New	+$522K	0.18%	77

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

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

Sumitomo Mitsui Trust Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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