Nauset Wealth Management’s Zoom ZM Stock Holding History

Nauset 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
2022 Q1	$30K	Buy	+252	New	+$34.3K	0.02%	156

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nauset Wealth Management's ZM Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Zoom (ZM) in Q1 2022: 252 shares worth $30K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings.

767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Nauset Wealth Management held 252 shares of Zoom worth $30K as of Q1 2022.
Zoom was a new Nauset Wealth Management position in Q1 2022.
Zoom made up 0.02% of Nauset Wealth Management's portfolio in Q1 2022, its #156 holding.
767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.