Lido Advisors
ZM icon

Lido Advisors’s Zoom ZM Stock Holding History

Lido 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
2023
Q1 		– Sell
-8,550
Closed -$579K – 1267
2022
Q4 		$579K Buy
8,550
+5,084
+147% +$386K 0.01% 544
2022
Q3 		$254K Sell
3,466
-53
-2% -$5.05K 0.01% 820
2022
Q2 		$380K Sell
3,519
-50
-1% -$5.27K 0.01% 632
2022
Q1 		$418K Sell
3,569
-1,509
-30% -$205K 0.01% 660
2021
Q4 		$933K Buy
5,078
+553
+12% +$130K 0.02% 435
2021
Q3 		$1.18M Sell
4,525
-684
-13% -$231K 0.03% 366
2021
Q2 		$2.02M Buy
5,209
+3,352
+181% +$1.12M 0.05% 259
2021
Q1 		$597K Sell
1,857
-811
-30% -$298K 0.02% 458
2020
Q4 		$899K Buy
2,668
+1,329
+99% +$593K 0.03% 335
2020
Q3 		$629K Sell
1,339
-1,520
-53% -$486K 0.03% 337
2020
Q2 		$725K Buy
+2,859
New +$514K 0.04% 289

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