WWM
ZM icon

Western Wealth Management’s Zoom ZM Stock Holding History

Western Wealth Management’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
-1,974
Closed -$216K – 855
2022
Q2 		$216K Sell
1,974
-326
-14% -$34.4K 0.01% 715
2022
Q1 		$270K Buy
2,300
+1,202
+109% +$163K 0.01% 706
2021
Q4 		$206K Buy
+1,098
New +$258K 0.02% 576
2021
Q2 		$370K Sell
951
-177
-16% -$58.9K 0.04% 432
2021
Q1 		$362K Buy
1,128
+61
+6% +$22.5K 0.05% 363
2020
Q4 		$360K Sell
1,067
-46
-4% -$20.5K 0.05% 317
2020
Q3 		$523K Buy
1,113
+263
+31% +$84.1K 0.09% 229
2020
Q2 		$215K Sell
850
-578
-40% -$104K 0.04% 378
2020
Q1 		$201K Buy
+1,428
New +$141K 0.05% 343

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
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