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	–	675
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return