EI
ZM icon

Ellevest Inc’s Zoom ZM Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-3,057
Closed -$226K – 1682
2023
Q1 		$226K Buy
3,057
+575
+23% +$41.4K 0.02% 291
2022
Q4 		$168K Buy
2,482
+230
+10% +$17.5K 0.01% 331
2022
Q3 		$166K Buy
2,252
+798
+55% +$76K 0.02% 313
2022
Q2 		$157K Buy
1,454
+1,103
+314% +$116K 0.01% 329
2022
Q1 		$41K Buy
351
+201
+134% +$27.3K ﹤0.01% 589
2021
Q4 		$28K Buy
150
+73
+95% +$17.2K ﹤0.01% 649
2021
Q3 		$20K Buy
77
+56
+267% +$18.9K ﹤0.01% 671
2021
Q2 		$8K Sell
21
-33
-61% -$11K ﹤0.01% 820
2021
Q1 		$17K Buy
+54
New +$19.9K ﹤0.01% 688
2020
Q4 		– Sell
-8
Closed -$4K – 1381
2020
Q3 		$4K Hold
8
– – ﹤0.01% 820
2020
Q2 		$2K Sell
8
-1
-11% -$180 ﹤0.01% 924
2020
Q1 		$1K Buy
9
+1
+13% +$99 ﹤0.01% 1011
2019
Q4 		$1K Hold
8
– – ﹤0.01% 903
2019
Q3 		$1K Buy
+8
New +$721 ﹤0.01% 479

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ellevest Inc's ZM Position: Q2 2023 in Review

Ellevest Inc sold out of Zoom (ZM) in Q2 2023, closing a stake of 3,057 shares — an estimated $226K sold.

Ellevest Inc first reported a position in ZM in Q3 2019 and held it in 14 quarters. The position peaked at $226K in Q1 2023. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • Ellevest Inc reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 3,057 Zoom shares in Q2 2023, an estimated $226K.
  • Ellevest Inc first reported a position in Zoom in Q3 2019 and held it in 14 quarters.
  • Ellevest Inc's Zoom position peaked at $226K in Q1 2023.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.