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Sargent Bickham Lagudis’s Zoom ZM Stock Holding History

Sargent Bickham Lagudis’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 		$10K Hold
148
– – ﹤0.01% 728
2022
Q3 		$11K Sell
148
-41
-22% -$3.9K ﹤0.01% 683
2022
Q2 		$20K Buy
189
+33
+21% +$3.48K ﹤0.01% 595
2022
Q1 		$18K Buy
156
+39
+33% +$5.3K ﹤0.01% 628
2021
Q4 		$22K Hold
117
– – ﹤0.01% 590
2021
Q3 		$31K Hold
117
– – ﹤0.01% 538
2021
Q2 		$45K Sell
117
-382
-77% -$127K ﹤0.01% 474
2021
Q1 		$160K Sell
499
-166
-25% -$61.1K 0.01% 273
2020
Q4 		$224K Buy
665
+217
+48% +$96.7K 0.02% 221
2020
Q3 		$211K Buy
448
+390
+672% +$125K 0.02% 208
2020
Q2 		$15K Sell
58
-31
-35% -$5.58K ﹤0.01% 530
2020
Q1 		$13K Buy
+89
New +$8.78K ﹤0.01% 526

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