GBWM
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Granite Bay Wealth Management’s Zoom ZM Stock Holding History

Granite Bay 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
2023
Q4 		– Sell
-6,301
Closed -$437K – 325
2023
Q3 		$437K Buy
+6,301
New +$437K ﹤0.01% 264

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AIM
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NAMA
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NMO
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return