Gradient Investments’s Zoom ZM Stock Holding History

Gradient Investments’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	-28	Closed	-$2.01K	–	1876
2023 Q4	$2.01K	Buy	28 +13	+87%	+$860	﹤0.01%	1229
2023 Q3	$1.05K	Sell	15 -120	-89%	-$8.33K	﹤0.01%	1357
2023 Q2	$9.16K	Hold	135	–	–	﹤0.01%	820
2023 Q1	$9.97K	Sell	135 -200	-60%	-$14.4K	﹤0.01%	817
2022 Q4	$22.7K	Sell	335 -174	-34%	-$13.2K	﹤0.01%	671
2022 Q3	$37K	Hold	509	–	–	﹤0.01%	531
2022 Q2	$55K	Sell	509 -414	-45%	-$43.7K	﹤0.01%	460
2022 Q1	$108K	Sell	923 -28	-3%	-$3.81K	﹤0.01%	365
2021 Q4	$175K	Sell	951 -77	-7%	-$18.1K	﹤0.01%	295
2021 Q3	$269K	Sell	1,028 -50	-5%	-$16.9K	0.01%	256
2021 Q2	$417K	Hold	1,078	–	–	0.01%	232
2021 Q1	$346K	Buy	1,078 +475	+79%	+$175K	0.01%	248
2020 Q4	$283K	Hold	603	–	–	0.01%	234
2020 Q3	$283K	Buy	603 +174	+41%	+$55.6K	0.01%	234
2020 Q2	$109K	Sell	429 -24	-5%	-$4.32K	0.01%	290
2020 Q1	$66K	Buy	453 +279	+160%	+$27.5K	﹤0.01%	320
2019 Q4	$12K	Hold	174	–	–	﹤0.01%	658
2019 Q3	$13K	Buy	+174	New	+$15.7K	﹤0.01%	615

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