LWAC
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Laurel Wealth Advisors (California)’s Zoom ZM Stock Holding History

Laurel Wealth Advisors (California)’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
-803
Closed -$210K – 786
2021
Q3 		$210K Sell
803
-476
-37% -$160K 0.04% 432
2021
Q2 		$495K Sell
1,279
-17
-1% -$5.66K 0.06% 277
2021
Q1 		$417K Sell
1,296
-600
-32% -$221K 0.06% 285
2020
Q4 		$640K Buy
1,896
+542
+40% +$242K 0.09% 207
2020
Q3 		$637K Sell
1,354
-16
-1% -$5.12K 0.11% 197
2020
Q2 		$348K Sell
1,370
-1,259
-48% -$227K 0.06% 273
2020
Q1 		$384K Buy
+2,629
New +$259K 0.09% 233
2019
Q3 		– Sell
-6,100
Closed -$542K – 459
2019
Q2 		$542K Buy
+6,100
New +$502K 0.12% 191

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