Congress Park Capital’s Zoom ZM Stock Holding History

Congress Park Capital’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 Q3	–	Sell	-2,050	Closed	-$221K	–	145
2022 Q2	$221K	Sell	2,050 -2,125	-51%	-$224K	0.13%	116
2022 Q1	$489K	Buy	4,175 +775	+23%	+$105K	0.25%	90
2021 Q4	$625K	Buy	3,400 +1,975	+139%	+$464K	0.31%	77
2021 Q3	$373K	Buy	+1,425	New	+$480K	0.19%	95
2021 Q2	–	Sell	-1,070	Closed	-$344K	–	150
2021 Q1	$344K	Buy	+1,070	New	+$394K	0.19%	95

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

NAMA

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

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

Congress Park Capital's ZM Position: Q3 2022 in Review

Congress Park Capital sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,050 shares — an estimated $221K sold.

Congress Park Capital first reported a position in ZM in Q1 2021 and held it in 5 quarters. The position peaked at $625K in Q4 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Congress Park Capital reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Congress Park Capital sold 2,050 Zoom shares in Q3 2022, an estimated $221K.
Congress Park Capital first reported a position in Zoom in Q1 2021 and held it in 5 quarters.
Congress Park Capital's Zoom position peaked at $625K in Q4 2021.
662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Congress Park Capital's 13F filing for Q3 2022, filed 19 Oct 2022.