Fiduciary Alliance’s Zoom ZM Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-9	Closed	-$611	–	978
2023 Q2	$611	Buy	+9	New	+$602	﹤0.01%	910
2023 Q1	–	Sell	-6	Closed	-$406	–	894
2022 Q4	$406	Buy	+6	New	+$456	﹤0.01%	860

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

Norges Bank Oslo, Norway $1T AUM

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Alliance's ZM Position: Q3 2023 in Review

Fiduciary Alliance sold out of Zoom (ZM) in Q3 2023, closing a stake of 9 shares — an estimated $611 sold.

Fiduciary Alliance first reported a position in ZM in Q4 2022 and held it in 2 quarters. The position peaked at $611 in Q2 2023. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

Fiduciary Alliance reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 9 Zoom shares in Q3 2023, an estimated $611.
Fiduciary Alliance first reported a position in Zoom in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Zoom position peaked at $611 in Q2 2023.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.