GWS
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Glassman Wealth Services’s Zoom ZM Stock Holding History

Glassman Wealth Services’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
-283
Closed -$20.4K – 1892
2023
Q4 		$20.4K Sell
283
-6
-2% -$397 ﹤0.01% 683
2023
Q3 		$20.2K Buy
289
+89
+45% +$6.18K ﹤0.01% 654
2023
Q2 		$13.6K Sell
200
-10
-5% -$669 ﹤0.01% 729
2023
Q1 		$15.5K Sell
210
-328
-61% -$23.6K ﹤0.01% 695
2022
Q4 		$36.4K Sell
538
-40
-7% -$3.04K 0.01% 496
2022
Q3 		$43K Buy
578
+113
+24% +$10.8K 0.01% 421
2022
Q2 		$50K Buy
465
+61
+15% +$6.43K 0.01% 400
2022
Q1 		$47K Buy
404
+342
+552% +$46.5K 0.01% 415
2021
Q4 		$11K Sell
62
-289
-82% -$68K ﹤0.01% 776
2021
Q3 		$92K Sell
351
-8
-2% -$2.7K 0.02% 256
2021
Q2 		$139K Sell
359
-6
-2% -$2K 0.03% 186
2021
Q1 		$117K Buy
365
+16
+5% +$5.89K 0.03% 203
2020
Q4 		$118K Sell
349
-1
-0.3% -$446 0.03% 206
2020
Q3 		$165K Buy
350
+204
+140% +$65.2K 0.05% 136
2020
Q2 		$37K Sell
146
-127
-47% -$22.9K 0.01% 294
2020
Q1 		$40K Buy
273
+200
+274% +$19.7K 0.02% 260
2019
Q4 		$5K Hold
73
– – ﹤0.01% 597
2019
Q3 		$6K Hold
73
– – ﹤0.01% 524
2019
Q2 		$6K Buy
+73
New +$6K ﹤0.01% 541

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return