KWM
ZM icon

Kingsview Wealth Management’s Zoom ZM Stock Holding History

Kingsview 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
2022
Q2 		– Sell
-2,104
Closed -$247K – 932
2022
Q1 		$247K Sell
2,104
-127
-6% -$17.3K 0.01% 756
2021
Q4 		$410K Buy
2,231
+298
+15% +$70.1K 0.02% 634
2021
Q3 		$505K Sell
1,933
-775
-29% -$261K 0.02% 544
2021
Q2 		$1.05M Sell
2,708
-716
-21% -$238K 0.05% 367
2021
Q1 		$1.12M Buy
3,424
+2,120
+163% +$780K 0.06% 304
2020
Q4 		$440K Sell
1,304
-490
-27% -$218K 0.03% 475
2020
Q3 		$843K Buy
1,794
+378
+27% +$121K 0.08% 259
2020
Q2 		$359K Sell
1,416
-1,642
-54% -$295K 0.04% 403
2020
Q1 		$447K Buy
+3,058
New +$302K 0.06% 282

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return