Corient Capital Partners’s Zoom ZM Stock Holding History

Corient Capital Partners’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	$653K	Buy	6,048 +78	+1%	+$7.43K	0.05%	287
2022 Q2	$645K	Buy	5,970 +3,819	+178%	+$403K	0.05%	300
2022 Q1	$252K	Buy	2,151 +699	+48%	+$95.1K	0.02%	609
2021 Q4	$267K	Buy	1,452 +63	+5%	+$14.8K	0.02%	564
2021 Q3	$363K	Sell	1,389 -333	-19%	-$112K	0.03%	442
2021 Q2	$666K	Buy	1,722 +384	+29%	+$128K	0.05%	300
2021 Q1	$430K	Sell	1,338 -10	-0.7%	-$3.68K	0.04%	348
2020 Q4	$455K	Buy	1,348 +42	+3%	+$18.7K	0.05%	292
2020 Q3	$614K	Buy	1,306 +123	+10%	+$39.3K	0.07%	232
2020 Q2	$300K	Buy	+1,183	New	+$213K	0.04%	328

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

Corient Capital Partners's ZM Position: Q3 2022 in Review

Corient Capital Partners increased its Zoom (ZM) stake by 1.3% in Q3 2022, buying an estimated $7.43K and bringing the position to 6,048 shares worth $653K. The position accounts for 0.05% of the portfolio, ranked #287.

Corient Capital Partners first reported a position in ZM in Q2 2020 and has held it in 10 quarters since. The position peaked at $666K in Q2 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Corient Capital Partners held 6,048 shares of Zoom worth $653K as of Q3 2022.
Corient Capital Partners bought 78 Zoom shares in Q3 2022, an estimated $7.43K.
Zoom made up 0.05% of Corient Capital Partners's portfolio in Q3 2022, its #287 holding.
Corient Capital Partners first reported a position in Zoom in Q2 2020 and has held it in 10 quarters since.
Corient Capital Partners's Zoom position peaked at $666K in Q2 2021.
662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.