Atria Wealth Solutions’s Zoom ZM Stock Holding History

Atria Wealth Solutions’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 Q3	–	Sell	-3,093	Closed	-$210K	–	1995
2023 Q2	$210K	Buy	+3,093	New	+$207K	﹤0.01%	1663
2022 Q4	–	Sell	-5,719	Closed	-$421K	–	1896
2022 Q3	$421K	Buy	5,719 +1,503	+36%	+$143K	0.01%	1125
2022 Q2	$455K	Buy	4,216 +929	+28%	+$98K	0.01%	1021
2022 Q1	$385K	Buy	+3,287	New	+$447K	0.01%	1192

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

AIM

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

Norges Bank Oslo, Norway $1T AUM

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

NAMA

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Atria Wealth Solutions's ZM Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Zoom (ZM) in Q3 2023, closing a stake of 3,093 shares — an estimated $210K sold.

Atria Wealth Solutions first reported a position in ZM in Q1 2022 and held it in 4 quarters. The position peaked at $455K in Q2 2022. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

Atria Wealth Solutions reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 3,093 Zoom shares in Q3 2023, an estimated $210K.
Atria Wealth Solutions first reported a position in Zoom in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's Zoom position peaked at $455K in Q2 2022.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.