CWM
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Cranbrook Wealth Management’s Zoom ZM Stock Holding History

Cranbrook Wealth Management’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
-25
Closed -$1.69K – 305
2022
Q4 		$1.69K Hold
25
– – ﹤0.01% 266
2022
Q3 		$2K Hold
25
– – ﹤0.01% 290
2022
Q2 		$3K Hold
25
– – ﹤0.01% 286
2022
Q1 		$3K Hold
25
– – ﹤0.01% 322
2021
Q4 		$5K Hold
25
– – ﹤0.01% 325
2021
Q3 		$7K Buy
+25
New +$8.43K ﹤0.01% 317

Other funds holding ZM

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

Cranbrook Wealth Management's ZM Position: Q1 2023 in Review

Cranbrook Wealth Management sold out of Zoom (ZM) in Q1 2023, closing a stake of 25 shares — an estimated $1.69K sold.

Cranbrook Wealth Management first reported a position in ZM in Q3 2021 and held it in 6 quarters. The position peaked at $7K in Q3 2021. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • Cranbrook Wealth Management reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • Cranbrook Wealth Management sold 25 Zoom shares in Q1 2023, an estimated $1.69K.
  • Cranbrook Wealth Management first reported a position in Zoom in Q3 2021 and held it in 6 quarters.
  • Cranbrook Wealth Management's Zoom position peaked at $7K in Q3 2021.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Cranbrook Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.