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Cary Street Partners Investment Advisory’s Zoom ZM Stock Holding History

Cary Street Partners Investment Advisory’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
-37
Closed -$2.51K – 1731
2022
Q4 		$2.51K Buy
+37
New +$2.81K ﹤0.01% 1474
2020
Q4 		– Sell
-50
Closed -$24K – 904
2020
Q3 		$24K Buy
+50
New +$16K 0.01% 618

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 $12.9B AUM 64.92% 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 $63.9B AUM 45.56% 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 $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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

Cary Street Partners Investment Advisory's ZM Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of Zoom (ZM) in Q1 2023, closing a stake of 37 shares — an estimated $2.51K sold.

Cary Street Partners Investment Advisory first reported a position in ZM in Q3 2020 and held it in 2 quarters. The position peaked at $24K in Q3 2020. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 37 Zoom shares in Q1 2023, an estimated $2.51K.
  • Cary Street Partners Investment Advisory first reported a position in Zoom in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Zoom position peaked at $24K in Q3 2020.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.