AJ Wealth Strategies’s Zoom ZM Stock Holding History

AJ Wealth Strategies’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	$641K	Sell	9,439 -74	-0.8%	-$4.95K	0.03%	161
2023 Q1	$702K	Sell	9,513 -2,472	-21%	-$178K	0.04%	148
2022 Q4	$812K	Sell	11,985 -785	-6%	-$59.6K	0.04%	146
2022 Q3	$940K	Buy	12,770 +1,590	+14%	+$151K	0.05%	132
2022 Q2	$1.21M	Hold	11,180	–	–	0.06%	117
2022 Q1	$1.31M	Hold	11,180	–	–	0.06%	122
2021 Q4	$2.06M	Sell	11,180 -789	-7%	-$186K	0.1%	92
2021 Q3	$3.13M	Buy	11,969 +424	+4%	+$143K	0.17%	62
2021 Q2	$4.47M	Sell	11,545 -1,224	-10%	-$408K	0.27%	45
2021 Q1	$4.1M	Buy	12,769 +215	+2%	+$79.1K	0.29%	39
2020 Q4	$4.24M	Sell	12,554 -835	-6%	-$372K	0.37%	30
2020 Q3	$6.29M	Buy	13,389 +926	+7%	+$296K	0.64%	24
2020 Q2	$3.16M	Buy	12,463 +8,326	+201%	+$1.5M	0.35%	34
2020 Q1	$604K	Buy	+4,137	New	+$408K	0.08%	85

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AJ Wealth Strategies's ZM Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Zoom (ZM) stake by 0.78% in Q2 2023, selling an estimated $4.95K and leaving 9,439 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #161.

AJ Wealth Strategies first reported a position in ZM in Q1 2020 and has held it in 14 quarters since. The position peaked at $6.29M in Q3 2020. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

AJ Wealth Strategies held 9,439 shares of Zoom worth $641K as of Q2 2023.
AJ Wealth Strategies sold 74 Zoom shares in Q2 2023, an estimated $4.95K.
Zoom made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #161 holding.
AJ Wealth Strategies first reported a position in Zoom in Q1 2020 and has held it in 14 quarters since.
AJ Wealth Strategies's Zoom position peaked at $6.29M in Q3 2020.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.