MAWCM
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Mine & Arao Wealth Creation & Management’s Zoom ZM Stock Holding History

Mine & Arao Wealth Creation & 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
Q4 		– Sell
-150
Closed -$10.5K – 329
2023
Q3 		$10.5K Hold
150
– – 0.01% 208
2023
Q2 		$10.2K Buy
+150
New +$10K 0.01% 221
2022
Q2 		– Sell
-107
Closed -$13K – 336
2022
Q1 		$13K Sell
107
-43
-29% -$5.85K 0.01% 220
2021
Q4 		$28K Buy
150
+64
+74% +$15K 0.02% 188
2021
Q3 		$22K Buy
+86
New +$29K 0.01% 200

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return