Focused Wealth Management’s Zoom ZM Stock Holding History

Focused 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
2024 Q1	–	Sell	-23	Closed	-$1.65K	–	1015
2023 Q4	$1.65K	Sell	23 -4	-15%	-$265	﹤0.01%	799
2023 Q3	$1.89K	Sell	27 -7	-21%	-$486	﹤0.01%	777
2023 Q2	$2.31K	Hold	34	–	–	﹤0.01%	786
2023 Q1	$2.51K	Buy	34 +17	+100%	+$1.23K	﹤0.01%	768
2022 Q4	$1.15K	Sell	17 -255	-94%	-$19.4K	﹤0.01%	852
2022 Q3	$20K	Sell	272 -360	-57%	-$34.3K	﹤0.01%	401
2022 Q2	$68K	Buy	632 +600	+1,875%	+$63.3K	0.01%	247
2022 Q1	$4K	Hold	32	–	–	﹤0.01%	727
2021 Q4	$6K	Sell	32 -6	-16%	-$1.41K	﹤0.01%	679
2021 Q3	$10K	Buy	38 +1	+3%	+$337	﹤0.01%	612
2021 Q2	$14K	Buy	37 +6	+19%	+$2K	﹤0.01%	568
2021 Q1	$10K	Sell	31 -9	-23%	-$3.31K	﹤0.01%	607
2020 Q4	$13K	Buy	40 +21	+111%	+$9.36K	﹤0.01%	535
2020 Q3	$9K	Buy	19 +10	+111%	+$3.2K	﹤0.01%	527
2020 Q2	$2K	Buy	+9	New	+$1.62K	﹤0.01%	696

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

Fidelity Investments

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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