Evanson Asset Management’s Zoom ZM Stock Holding History

Evanson Asset 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 Q4	–	Sell	-5,053	Closed	-$372K	–	277
2022 Q3	$372K	Sell	5,053 -31	-0.6%	-$2.95K	0.04%	179
2022 Q2	$549K	Buy	5,084 +57	+1%	+$6.01K	0.06%	147
2022 Q1	$589K	Sell	5,027 -23	-0.5%	-$3.13K	0.06%	149
2021 Q4	$929K	Buy	5,050 +16	+0.3%	+$3.76K	0.08%	104
2021 Q3	$1.99M	Buy	5,034 +31	+0.6%	+$10.5K	0.2%	66
2021 Q2	$1.94M	Sell	5,003 -252	-5%	-$83.9K	0.2%	64
2021 Q1	$1.69M	Sell	5,255 -8	-0.2%	-$2.94K	0.25%	62
2020 Q4	$1.77M	Buy	5,263 +13	+0.2%	+$5.8K	0.28%	54
2020 Q3	$2.47M	Sell	5,250 -50	-0.9%	-$16K	0.45%	34
2020 Q2	$1.34M	Buy	5,300 +6	+0.1%	+$1.08K	0.27%	55
2020 Q1	$774K	Buy	+5,294	New	+$522K	0.18%	77

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

NAMA

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Evanson Asset Management's ZM Position: Q4 2022 in Review

Evanson Asset Management sold out of Zoom (ZM) in Q4 2022, closing a stake of 5,053 shares — an estimated $372K sold.

Evanson Asset Management first reported a position in ZM in Q1 2020 and held it in 11 quarters. The position peaked at $2.47M in Q3 2020. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Evanson Asset Management reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Evanson Asset Management sold 5,053 Zoom shares in Q4 2022, an estimated $372K.
Evanson Asset Management first reported a position in Zoom in Q1 2020 and held it in 11 quarters.
Evanson Asset Management's Zoom position peaked at $2.47M in Q3 2020.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Evanson Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.