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Clearview Wealth Advisors’s Zoom ZM Stock Holding History

Clearview 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
Q3 		– Sell
-6
Closed -$407 – 672
2023
Q2 		$407 Sell
6
-10
-63% -$669 ﹤0.01% 641
2023
Q1 		$1.18K Hold
16
– – ﹤0.01% 566
2022
Q4 		$1.08K Buy
16
+6
+60% +$456 ﹤0.01% 525
2022
Q3 		$1K Hold
10
– – ﹤0.01% 563
2022
Q2 		$1K Hold
10
– – ﹤0.01% 569
2022
Q1 		$1K Sell
10
-8
-44% -$1.09K ﹤0.01% 586
2021
Q4 		$3K Sell
18
-14
-44% -$3.29K ﹤0.01% 570
2021
Q3 		$8K Sell
32
-15
-32% -$5.06K 0.01% 456
2021
Q2 		$18K Hold
47
– – 0.01% 354
2021
Q1 		$15K Buy
47
+15
+47% +$5.52K 0.01% 365
2020
Q4 		$11K Buy
+32
New +$14.3K 0.01% 372

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearview Wealth Advisors's ZM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Zoom (ZM) in Q3 2023, closing a stake of 6 shares — an estimated $407 sold.

Clearview Wealth Advisors first reported a position in ZM in Q4 2020 and held it in 11 quarters. The position peaked at $18K in Q2 2021. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 6 Zoom shares in Q3 2023, an estimated $407.
  • Clearview Wealth Advisors first reported a position in Zoom in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Zoom position peaked at $18K in Q2 2021.
  • 644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.