PrairieView Partners’s Zoom ZM Stock Holding History

PrairieView Partners’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 Q2	–	Sell	-100	Closed	-$7K	–	484
2023 Q1	$7K	Sell	100 -1	-1%	-$72	﹤0.01%	332
2022 Q4	$6K	Sell	101 -200	-66%	-$15.2K	﹤0.01%	358
2022 Q3	$22K	Hold	301	–	–	﹤0.01%	244
2022 Q2	$32K	Hold	301	–	–	0.01%	226
2022 Q1	$35K	Buy	301 +100	+50%	+$13.6K	0.01%	236
2021 Q4	$37K	Hold	201	–	–	0.01%	246
2021 Q3	$53K	Hold	201	–	–	0.01%	162
2021 Q2	$78K	Buy	201 +99	+97%	+$33K	0.01%	140
2021 Q1	$33K	Buy	102 +2	+2%	+$736	0.01%	197
2020 Q4	$34K	Hold	100	–	–	0.01%	185
2020 Q3	$47K	Buy	100 +50	+100%	+$16K	0.01%	147
2020 Q2	$13K	Buy	50 +25	+100%	+$4.5K	﹤0.01%	225
2020 Q1	$4K	Buy	+25	New	+$2.47K	﹤0.01%	261

Other funds holding ZM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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