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RE Dickinson Investment Advisors’s Zoom ZM Stock Holding History

RE Dickinson Investment 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
Q4 		– Sell
-12
Closed -$1K – 290
2023
Q3 		$1K Hold
12
– – ﹤0.01% 263
2023
Q2 		$1K Hold
12
– – ﹤0.01% 375
2023
Q1 		$1K Hold
12
– – ﹤0.01% 397
2022
Q4 		$1K Hold
12
– – ﹤0.01% 378
2022
Q3 		$1K Hold
12
– – ﹤0.01% 251
2022
Q2 		$1 Sell
12
-50
-81% -$5.27K ﹤0.01% 280
2022
Q1 		$7K Buy
62
+1
+2% +$136 ﹤0.01% 200
2021
Q4 		$11K Buy
+61
New +$14.3K 0.01% 173

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
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