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DB Fitzpatrick & Co’s Zoom ZM Stock Holding History

DB Fitzpatrick & Co’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
-39
Closed -$2.64K – 73
2022
Q4 		$2.64K Hold
39
– – ﹤0.01% 70
2022
Q3 		$3K Hold
39
– – ﹤0.01% 66
2022
Q2 		$4K Hold
39
– – ﹤0.01% 72
2022
Q1 		$5K Hold
39
– – 0.01% 68
2021
Q4 		$7K Buy
+39
New +$9.17K 0.01% 73

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 $3.38T AUM 44.17% 1-Year Est. Return

DB Fitzpatrick & Co's ZM Position: Q1 2023 in Review

DB Fitzpatrick & Co sold out of Zoom (ZM) in Q1 2023, closing a stake of 39 shares — an estimated $2.64K sold.

DB Fitzpatrick & Co first reported a position in ZM in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • DB Fitzpatrick & Co reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • DB Fitzpatrick & Co sold 39 Zoom shares in Q1 2023, an estimated $2.64K.
  • DB Fitzpatrick & Co first reported a position in Zoom in Q4 2021 and held it in 5 quarters.
  • DB Fitzpatrick & Co's Zoom position peaked at $7K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on DB Fitzpatrick & Co's 13F filing for Q1 2023, filed 24 Apr 2023.