WP
ZM icon

WealthPLAN Partners’s Zoom ZM Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-343
Closed -$23.3K – 1217
2023
Q2 		$23.3K Buy
+343
New +$22.9K ﹤0.01% 647
2023
Q1 		– Sell
-4,859
Closed -$379K – 1334
2022
Q4 		$379K Buy
+4,859
New +$369K 0.03% 286
2022
Q1 		$452K Buy
+4,542
New +$618K 0.03% 264
2021
Q1 		– Sell
-1,147
Closed -$447K – 355
2020
Q4 		$447K Sell
1,147
-234
-17% -$104K 0.04% 230
2020
Q3 		$592K Sell
1,381
-100
-7% -$32K 0.06% 176
2020
Q2 		$366K Sell
1,481
-586
-28% -$105K 0.04% 214
2020
Q1 		$347K Buy
+2,067
New +$204K 0.05% 185

Other funds holding ZM

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return