Heritage Wealth Management (Arizona)’s Zoom ZM Stock Holding History

Heritage Wealth Management (Arizona)’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	$1.08K	Buy	16 +8	+100%	+$608	﹤0.01%	1025
2022 Q3	$1K	Buy	+8	New	+$762	﹤0.01%	996
2022 Q2	–	Sell	-36	Closed	-$4K	–	1070
2022 Q1	$4K	Buy	+36	New	+$4.9K	﹤0.01%	839
2021 Q3	$9K	Hold	36	–	–	﹤0.01%	670
2021 Q2	$14K	Hold	36	–	–	0.01%	622
2021 Q1	$12K	Buy	+36	New	+$13.3K	0.01%	561

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ZM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Zoom (ZM) stake by 100% in Q4 2022, buying an estimated $608 and bringing the position to 16 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Heritage Wealth Management (Arizona) first reported a position in ZM in Q1 2021 and has held it in 6 quarters since. The position peaked at $14K in Q2 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Heritage Wealth Management (Arizona) held 16 shares of Zoom worth $1.08K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 8 Zoom shares in Q4 2022, an estimated $608.
Zoom made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1025 holding.
Heritage Wealth Management (Arizona) first reported a position in Zoom in Q1 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Zoom position peaked at $14K in Q2 2021.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.