Claraphi Advisory Network’s Zoom ZM Stock Holding History

Claraphi Advisory Network’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 Q4	$453K	Buy	6,684 +3,339	+100%	+$254K	0.18%	141
2022 Q3	$246K	Buy	+3,345	New	+$318K	0.13%	158
2021 Q3	–	Sell	-1,053	Closed	-$407K	–	364
2021 Q2	$407K	Sell	1,053 -428	-29%	-$143K	0.12%	197
2021 Q1	$476K	Buy	1,481 +383	+35%	+$141K	0.13%	163
2020 Q4	$371K	Sell	1,098 -717	-40%	-$320K	0.1%	186
2020 Q3	$853K	Buy	1,815 +851	+88%	+$272K	0.31%	60
2020 Q2	$244K	Buy	964 +27	+3%	+$4.86K	0.1%	199
2020 Q1	$137K	Buy	+937	New	+$92.5K	0.06%	266

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Claraphi Advisory Network's ZM Position: Q4 2022 in Review

Claraphi Advisory Network increased its Zoom (ZM) stake by 100% in Q4 2022, buying an estimated $254K and bringing the position to 6,684 shares worth $453K. The position accounts for 0.18% of the portfolio, ranked #141.

Claraphi Advisory Network first reported a position in ZM in Q1 2020 and has held it in 8 quarters since. The position peaked at $853K in Q3 2020. 653 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Claraphi Advisory Network held 6,684 shares of Zoom worth $453K as of Q4 2022.
Claraphi Advisory Network bought 3,339 Zoom shares in Q4 2022, an estimated $254K.
Zoom made up 0.18% of Claraphi Advisory Network's portfolio in Q4 2022, its #141 holding.
Claraphi Advisory Network first reported a position in Zoom in Q1 2020 and has held it in 8 quarters since.
Claraphi Advisory Network's Zoom position peaked at $853K in Q3 2020.
653 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.