AWM
ZM icon

Accel Wealth Management’s Zoom ZM Stock Holding History

Accel 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
2023
Q2 		– Sell
-10
Closed -$738 – 907
2023
Q1 		$738 Hold
10
– – ﹤0.01% 1198
2022
Q4 		$677 Hold
10
– – ﹤0.01% 1001
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1036
2022
Q2 		$1K Hold
10
– – ﹤0.01% 994
2022
Q1 		$1K Hold
10
– – ﹤0.01% 926
2021
Q4 		$2K Buy
+10
New +$2.35K ﹤0.01% 893

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Accel Wealth Management's ZM Position: Q2 2023 in Review

Accel Wealth Management sold out of Zoom (ZM) in Q2 2023, closing a stake of 10 shares — an estimated $738 sold.

Accel Wealth Management first reported a position in ZM in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • Accel Wealth Management reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 10 Zoom shares in Q2 2023, an estimated $738.
  • Accel Wealth Management first reported a position in Zoom in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's Zoom position peaked at $2K in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.