WAP
ZM icon

Wealthcare Advisory Partners’s Zoom ZM Stock Holding History

Wealthcare Advisory 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
2022
Q3 		– Sell
-2,598
Closed -$281K – 635
2022
Q2 		$281K Buy
+2,598
New +$274K 0.02% 447
2022
Q1 		– Sell
-1,311
Closed -$241K – 601
2021
Q4 		$241K Sell
1,311
-492
-27% -$116K 0.01% 497
2021
Q3 		$471K Sell
1,803
-74
-4% -$24.9K 0.03% 329
2021
Q2 		$726K Buy
1,877
+270
+17% +$89.9K 0.05% 243
2021
Q1 		$516K Buy
1,607
+359
+29% +$132K 0.04% 282
2020
Q4 		$421K Buy
1,248
+383
+44% +$171K 0.04% 259
2020
Q3 		$407K Buy
+865
New +$277K 0.04% 231
2020
Q2 		– Sell
-1,000
Closed -$146K – 1405
2020
Q1 		$146K Buy
+1,000
New +$98.7K 0.02% 315

Other funds holding ZM

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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return