Brown Shipley & Co’s Zoom ZM Stock Holding History

Brown Shipley & Co’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	-200	Closed	-$13.6K	–	124
2023 Q2	$13.6K	Hold	200	–	–	0.01%	109
2023 Q1	$14.8K	Buy	+200	New	+$14.4K	0.01%	106

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

Brown Shipley & Co's ZM Position: Q3 2023 in Review

Brown Shipley & Co sold out of Zoom (ZM) in Q3 2023, closing a stake of 200 shares — an estimated $13.6K sold.

Brown Shipley & Co first reported a position in ZM in Q1 2023 and held it in 2 quarters. The position peaked at $14.8K in Q1 2023. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

Brown Shipley & Co reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
Brown Shipley & Co sold 200 Zoom shares in Q3 2023, an estimated $13.6K.
Brown Shipley & Co first reported a position in Zoom in Q1 2023 and held it in 2 quarters.
Brown Shipley & Co's Zoom position peaked at $14.8K in Q1 2023.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Brown Shipley & Co's 13F filing for Q3 2023, filed 21 Nov 2023.