LNWWM
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Laird Norton Wetherby Wealth Management’s Zoom ZM Stock Holding History

Laird Norton Wetherby 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
Q1 		– Sell
-3,082
Closed -$209K – 952
2022
Q4 		$209K Buy
3,082
+591
+24% +$44.9K 0.01% 787
2022
Q3 		$183K Sell
2,491
-2,742
-52% -$261K 0.01% 810
2022
Q2 		$565K Buy
5,233
+2,483
+90% +$262K 0.04% 463
2022
Q1 		$322K Buy
2,750
+519
+23% +$70.6K 0.02% 694
2021
Q4 		$411K Sell
2,231
-298
-12% -$70.1K 0.02% 598
2021
Q3 		$661K Buy
2,529
+142
+6% +$47.9K 0.04% 410
2021
Q2 		$924K Sell
2,387
-139
-6% -$46.3K 0.06% 325
2021
Q1 		$811K Sell
2,526
-308
-11% -$113K 0.06% 308
2020
Q4 		$956K Buy
2,834
+725
+34% +$323K 0.07% 283
2020
Q3 		$991K Buy
+2,109
New +$674K 0.09% 222

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return