FCI
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Financial Counselors Inc’s Zoom ZM Stock Holding History

Financial Counselors 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
2022
Q4 		– Sell
-30,167
Closed -$2.22M – 515
2022
Q3 		$2.22M Buy
30,167
+3,063
+11% +$292K 0.05% 227
2022
Q2 		$2.93M Buy
27,104
+13,546
+100% +$1.43M 0.07% 206
2022
Q1 		$1.59M Buy
13,558
+2,648
+24% +$360K 0.03% 270
2021
Q4 		$2.01M Sell
10,910
-4,485
-29% -$1.05M 0.04% 250
2021
Q3 		$4.03M Buy
15,395
+670
+5% +$226K 0.09% 203
2021
Q2 		$5.7M Buy
14,725
+1,948
+15% +$649K 0.12% 170
2021
Q1 		$4.11M Buy
12,777
+8,105
+173% +$2.98M 0.1% 192
2020
Q4 		$1.58M Buy
4,672
+1,070
+30% +$477K 0.04% 269
2020
Q3 		$1.69M Buy
+3,602
New +$1.15M 0.05% 248

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return