Curi Wealth Management’s Zoom ZM Stock Holding History

Curi 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
2022 Q3	–	Sell	-1	Closed	–	–	722
2022 Q2	$0	Hold	1	–	–	﹤0.01%	739
2022 Q1	$0	Hold	1	–	–	﹤0.01%	679
2021 Q4	$0	Buy	+1	New	+$235	﹤0.01%	618

Other funds holding ZM

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

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Curi Wealth Management's ZM Position: Q3 2022 in Review

Curi Wealth Management sold out of Zoom (ZM) in Q3 2022, closing a stake of 1 share.

Curi Wealth Management first reported a position in ZM in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Curi Wealth Management reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1 Zoom share in Q3 2022.
Curi Wealth Management first reported a position in Zoom in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Zoom position peaked at $0 in Q2 2022.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.