KA
ZM icon

Kovack Advisors’s Zoom ZM Stock Holding History

Kovack Advisors’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
2021
Q4 		– Sell
-1,127
Closed -$295K – 772
2021
Q3 		$295K Sell
1,127
-115
-9% -$38.8K 0.03% 538
2021
Q2 		$481K Sell
1,242
-196
-14% -$65.3K 0.05% 363
2021
Q1 		$462K Buy
1,438
+128
+10% +$47.1K 0.06% 333
2020
Q4 		$442K Sell
1,310
-77
-6% -$34.3K 0.06% 311
2020
Q3 		$652K Buy
1,387
+478
+53% +$153K 0.12% 192
2020
Q2 		$230K Sell
909
-1,725
-65% -$310K 0.04% 370
2020
Q1 		$385K Buy
+2,634
New +$260K 0.09% 235

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return