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Beacon Investment Advisory Services’s Zoom ZM Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-2,358
Closed -$255K – 296
2022
Q2 		$255K Sell
2,358
-144
-6% -$15.2K 0.01% 249
2022
Q1 		$293K Buy
2,502
+52
+2% +$7.07K 0.01% 255
2021
Q4 		$451K Buy
2,450
+221
+10% +$52K 0.02% 220
2021
Q3 		$583K Buy
2,229
+342
+18% +$115K 0.02% 198
2021
Q2 		$730K Buy
1,887
+630
+50% +$210K 0.03% 183
2021
Q1 		$404K Buy
+1,257
New +$463K 0.02% 223

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 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 $154B AUM 29.96% 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 $2.9T AUM 29.55% 1-Year Est. Return

Beacon Investment Advisory Services's ZM Position: Q3 2022 in Review

Beacon Investment Advisory Services sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,358 shares — an estimated $255K sold.

Beacon Investment Advisory Services first reported a position in ZM in Q1 2021 and held it in 6 quarters. The position peaked at $730K in Q2 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Beacon Investment Advisory Services reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 2,358 Zoom shares in Q3 2022, an estimated $255K.
  • Beacon Investment Advisory Services first reported a position in Zoom in Q1 2021 and held it in 6 quarters.
  • Beacon Investment Advisory Services's Zoom position peaked at $730K in Q2 2021.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2022, filed 20 Oct 2022.