Asset Management Resources’s Zoom ZM Stock Holding History

Asset Management Resources’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 Q4	–	Sell	-4,345	Closed	-$304K	–	63
2023 Q3	$304K	Buy	4,345 +528	+14%	+$36.6K	0.19%	43
2023 Q2	$259K	Sell	3,817 -81	-2%	-$5.42K	0.16%	50
2023 Q1	$288K	Buy	3,898 +925	+31%	+$66.6K	0.18%	45
2022 Q4	$201K	Buy	+2,973	New	+$226K	0.14%	51
2022 Q3	–	Sell	-2,070	Closed	-$223K	–	58
2022 Q2	$223K	Buy	2,070 +231	+13%	+$24.4K	0.19%	46
2022 Q1	$216K	Buy	+1,839	New	+$250K	0.17%	55

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

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

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

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Asset Management Resources's ZM Position: Q4 2023 in Review

Asset Management Resources sold out of Zoom (ZM) in Q4 2023, closing a stake of 4,345 shares — an estimated $304K sold.

Asset Management Resources first reported a position in ZM in Q1 2022 and held it in 6 quarters. The position peaked at $304K in Q3 2023. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Asset Management Resources reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Asset Management Resources sold 4,345 Zoom shares in Q4 2023, an estimated $304K.
Asset Management Resources first reported a position in Zoom in Q1 2022 and held it in 6 quarters.
Asset Management Resources's Zoom position peaked at $304K in Q3 2023.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.