MA
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Mutual Advisors’s Zoom ZM Stock Holding History

Mutual 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
2022
Q4 		– Sell
-4,277
Closed -$315K – 987
2022
Q3 		$315K Buy
4,277
+73
+2% +$6.95K 0.02% 700
2022
Q2 		$454K Sell
4,204
-721
-15% -$76K 0.03% 558
2022
Q1 		$577K Buy
4,925
+582
+13% +$79.2K 0.03% 538
2021
Q4 		$799K Sell
4,343
-400
-8% -$94.1K 0.04% 452
2021
Q3 		$1.24M Buy
4,743
+596
+14% +$201K 0.07% 309
2021
Q2 		$1.6M Buy
4,147
+1,982
+92% +$660K 0.1% 262
2021
Q1 		$696K Buy
2,165
+131
+6% +$48.2K 0.05% 410
2020
Q4 		$686K Sell
2,034
-292
-13% -$130K 0.05% 401
2020
Q3 		$1.09M Buy
2,326
+141
+6% +$45.1K 0.09% 228
2020
Q2 		$554K Buy
2,185
+394
+22% +$70.9K 0.05% 358
2020
Q1 		$262K Buy
+1,791
New +$177K 0.04% 433

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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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