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

BlackRock New York $6.73T AUM 46.02% 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

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Sargent Bickham Lagudis's ZM Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Zoom (ZM) position steady in Q4 2022 at 148 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Sargent Bickham Lagudis first reported a position in ZM in Q1 2020 and has held it in 12 quarters since. The position peaked at $224K in Q4 2020. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Sargent Bickham Lagudis held 148 shares of Zoom worth $10K as of Q4 2022.
Sargent Bickham Lagudis left its Zoom share count unchanged in Q4 2022.
Zoom made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #728 holding.
Sargent Bickham Lagudis first reported a position in Zoom in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's Zoom position peaked at $224K in Q4 2020.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.