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American Portfolios Advisors’s Zoom ZM Stock Holding History

American Portfolios 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 		$1.53M Buy
20,796
+571
+3% +$54.4K 0.06% 301
2022
Q2 		$2.18M Buy
20,225
+1,399
+7% +$148K 0.09% 227
2022
Q1 		$2.21M Buy
18,826
+2,620
+16% +$356K 0.08% 264
2021
Q4 		$2.98M Buy
16,206
+5,134
+46% +$1.21M 0.1% 197
2021
Q3 		$2.9M Buy
11,072
+1,053
+11% +$355K 0.11% 191
2021
Q2 		$3.88M Sell
10,019
-398
-4% -$133K 0.15% 130
2021
Q1 		$3.35M Buy
10,417
+2,470
+31% +$909K 0.15% 134
2020
Q4 		$2.68M Sell
7,947
-1,781
-18% -$794K 0.14% 144
2020
Q3 		$4.57M Buy
9,728
+314
+3% +$100K 0.26% 77
2020
Q2 		$2.39M Sell
9,414
-11,042
-54% -$1.99M 0.16% 143
2020
Q1 		$2.99M Buy
20,456
+13,573
+197% +$1.34M 0.25% 89
2019
Q4 		$468K Buy
6,883
+1,135
+20% +$78.1K 0.03% 439
2019
Q3 		$438K Buy
5,748
+1,743
+44% +$157K 0.04% 436
2019
Q2 		$356K Buy
+4,005
New +$329K 0.03% 514

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 $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $175B AUM 40.63% 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 $3.37T AUM 44.26% 1-Year Est. Return

American Portfolios Advisors's ZM Position: Q3 2022 in Review

American Portfolios Advisors increased its Zoom (ZM) stake by 2.8% in Q3 2022, buying an estimated $54.4K and bringing the position to 20,796 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #301.

American Portfolios Advisors first reported a position in ZM in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.57M in Q3 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • American Portfolios Advisors held 20,796 shares of Zoom worth $1.53M as of Q3 2022.
  • American Portfolios Advisors bought 571 Zoom shares in Q3 2022, an estimated $54.4K.
  • Zoom made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #301 holding.
  • American Portfolios Advisors first reported a position in Zoom in Q2 2019 and has held it in 14 quarters since.
  • American Portfolios Advisors's Zoom position peaked at $4.57M in Q3 2020.
  • 663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.