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Coppell Advisory Solutions Corp’s Zoom ZM Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-7
Closed -$474 – 1121
2022
Q4 		$474 Buy
+7
New +$532 ﹤0.01% 1026

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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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coppell Advisory Solutions Corp's ZM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Zoom (ZM) in Q1 2023, closing a stake of 7 shares — an estimated $474 sold.

Coppell Advisory Solutions Corp first reported a position in ZM in Q4 2022 and held it in 1 quarter. The position peaked at $474 in Q4 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 7 Zoom shares in Q1 2023, an estimated $474.
  • Coppell Advisory Solutions Corp first reported a position in Zoom in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Zoom position peaked at $474 in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.