WFA
ZM icon

Wipfli Financial Advisors’s Zoom ZM Stock Holding History

Wipfli Financial Advisors’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 		$109K Buy
+1,483
New +$141K 0.01% 689

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Wipfli Financial Advisors's ZM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Zoom (ZM) in Q3 2022: 1,483 shares worth $109K. The stake represents 0.01% of the portfolio and ranks #689 among its holdings.

662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Wipfli Financial Advisors held 1,483 shares of Zoom worth $109K as of Q3 2022.
  • Zoom was a new Wipfli Financial Advisors position in Q3 2022.
  • Zoom made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #689 holding.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.