Amplius Wealth Advisors’s Zoom ZM Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-220	Closed	-$40K	–	944
2021 Q4	$40K	Buy	+220	New	+$51.7K	0.01%	368

Other funds holding ZM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

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

Amplius Wealth Advisors's ZM Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Zoom (ZM) in Q1 2022, closing a stake of 220 shares — an estimated $40K sold.

Amplius Wealth Advisors first reported a position in ZM in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Amplius Wealth Advisors reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 220 Zoom shares in Q1 2022, an estimated $40K.
Amplius Wealth Advisors first reported a position in Zoom in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Zoom position peaked at $40K in Q4 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.