Ameliora Wealth Management’s Zoom ZM Stock Holding History

Ameliora 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
2024 Q1	–	Sell	-636	Closed	-$45.7K	–	206
2023 Q4	$45.7K	Hold	636	–	–	0.02%	119
2023 Q3	$44.5K	Hold	636	–	–	0.03%	126
2023 Q2	$43.2K	Hold	636	–	–	0.03%	127
2023 Q1	$47K	Hold	636	–	–	0.03%	135
2022 Q4	$43.1K	Hold	636	–	–	0.02%	154
2022 Q3	$47K	Buy	+636	New	+$60.6K	0.03%	141

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Ameliora Wealth Management's ZM Position: Q1 2024 in Review

Ameliora Wealth Management sold out of Zoom (ZM) in Q1 2024, closing a stake of 636 shares — an estimated $45.7K sold.

Ameliora Wealth Management first reported a position in ZM in Q3 2022 and held it in 6 quarters. The position peaked at $47K in Q3 2022. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Ameliora Wealth Management reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Ameliora Wealth Management sold 636 Zoom shares in Q1 2024, an estimated $45.7K.
Ameliora Wealth Management first reported a position in Zoom in Q3 2022 and held it in 6 quarters.
Ameliora Wealth Management's Zoom position peaked at $47K in Q3 2022.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Ameliora Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.