Confluence Wealth Services’s Zoom ZM Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-80	Closed	-$14K	–	1212
2021 Q4	$14K	Buy	+80	New	+$18.8K	﹤0.01%	832

Other funds holding ZM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

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

Confluence Wealth Services's ZM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Zoom (ZM) in Q1 2022, closing a stake of 80 shares — an estimated $14K sold.

Confluence Wealth Services first reported a position in ZM in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Confluence Wealth Services reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 80 Zoom shares in Q1 2022, an estimated $14K.
Confluence Wealth Services first reported a position in Zoom in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Zoom position peaked at $14K in Q4 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.