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TS Financial Group (TSFG)’s Zoom ZM Stock Holding History

TS Financial Group (TSFG)’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
2024
Q1 		– Sell
-15
Closed -$1K – 941
2023
Q4 		$1K Hold
15
– – ﹤0.01% 860
2023
Q3 		$1K Hold
15
– – ﹤0.01% 1028
2023
Q2 		$1K Hold
15
– – ﹤0.01% 975
2023
Q1 		$1K Hold
15
– – ﹤0.01% 939
2022
Q4 		$1K Hold
15
– – ﹤0.01% 954
2022
Q3 		$1K Sell
15
-17
-53% -$1.62K ﹤0.01% 934
2022
Q2 		$3K Hold
32
– – ﹤0.01% 752
2022
Q1 		$4K Sell
32
-44
-58% -$5.98K ﹤0.01% 678
2021
Q4 		$14K Sell
76
-434
-85% -$102K ﹤0.01% 511
2021
Q3 		$133K Buy
510
+25
+5% +$8.43K 0.05% 179
2021
Q2 		$188K Buy
485
+440
+978% +$147K 0.08% 136
2021
Q1 		$14K Sell
45
-85
-65% -$31.3K 0.01% 437
2020
Q4 		$44K Sell
130
-8
-6% -$3.57K 0.02% 267
2020
Q3 		$65K Sell
138
-65
-32% -$20.8K 0.04% 191
2020
Q2 		$51K Buy
203
+125
+160% +$22.5K 0.03% 225
2020
Q1 		$11K Buy
+78
New +$7.7K 0.01% 370

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AIM
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NMO
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State Street
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return