Compass Financial Advisors’s Zoom ZM Stock Holding History

Compass Financial 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 Q2	–	Sell	-4,666	Closed	-$345K	–	121
2023 Q1	$345K	Buy	4,666 +1,179	+34%	+$85K	0.44%	79
2022 Q4	$236K	Buy	+3,487	New	+$265K	0.32%	105

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

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

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

Norges Bank Oslo, Norway $935B AUM

NAMA

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

NMO

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

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

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

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

Compass Financial Advisors's ZM Position: Q2 2023 in Review

Compass Financial Advisors sold out of Zoom (ZM) in Q2 2023, closing a stake of 4,666 shares — an estimated $345K sold.

Compass Financial Advisors first reported a position in ZM in Q4 2022 and held it in 2 quarters. The position peaked at $345K in Q1 2023. 653 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

Compass Financial Advisors reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 4,666 Zoom shares in Q2 2023, an estimated $345K.
Compass Financial Advisors first reported a position in Zoom in Q4 2022 and held it in 2 quarters.
Compass Financial Advisors's Zoom position peaked at $345K in Q1 2023.
653 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.