BRWA
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B. Riley Wealth Advisors’s Zoom ZM Stock Holding History

B. Riley 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
2023
Q1 		– Sell
-3,098
Closed -$210K – 1623
2022
Q4 		$210K Sell
3,098
-83
-3% -$6.3K 0.01% 1232
2022
Q3 		$234K Buy
3,181
+1,147
+56% +$109K 0.01% 1155
2022
Q2 		$220K Sell
2,034
-793
-28% -$83.6K 0.01% 1011
2022
Q1 		$332K Sell
2,827
-385
-12% -$52.4K 0.01% 962
2021
Q4 		$591K Sell
3,212
-2,742
-46% -$645K 0.02% 729
2021
Q3 		$1.64M Sell
5,954
-243
-4% -$81.9K 0.05% 392
2021
Q2 		$2.36M Buy
6,197
+2,795
+82% +$931K 0.08% 295
2021
Q1 		$1.11M Sell
3,402
-317
-9% -$117K 0.04% 449
2020
Q4 		$1.26M Sell
3,719
-115
-3% -$51.3K 0.07% 277
2020
Q3 		$1.66M Sell
3,834
-2,782
-42% -$890K 0.09% 230
2020
Q2 		$1.68M Sell
6,616
-89
-1% -$16K 0.11% 193
2020
Q1 		$980K Buy
+6,705
New +$662K 0.08% 240
2019
Q3 		– Sell
-4,411
Closed -$392K – 858
2019
Q2 		$392K Buy
+4,411
New +$363K 0.04% 469

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 $15.4B AUM 50.29% 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 $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's ZM Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Zoom (ZM) in Q1 2023, closing a stake of 3,098 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in ZM in Q2 2019 and held it in 13 quarters. The position peaked at $2.36M in Q2 2021. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,098 Zoom shares in Q1 2023, an estimated $210K.
  • B. Riley Wealth Advisors first reported a position in Zoom in Q2 2019 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Zoom position peaked at $2.36M in Q2 2021.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.