Financial Advocates Investment Management’s Zoom ZM Stock Holding History

Financial Advocates Investment 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	-1,929	Closed	-$209K	–	846
2022 Q2	$209K	Sell	1,929 -729	-27%	-$76.9K	0.02%	611
2022 Q1	$311K	Sell	2,658 -1,142	-30%	-$155K	0.02%	566
2021 Q4	$699K	Sell	3,800 -447	-11%	-$105K	0.04%	404
2021 Q3	$1.11M	Sell	4,247 -882	-17%	-$297K	0.08%	285
2021 Q2	$1.93M	Sell	5,129 -241	-4%	-$80.3K	0.13%	192
2021 Q1	$1.73M	Sell	5,370 -1,174	-18%	-$432K	0.12%	199
2020 Q4	$2.21M	Sell	6,544 -410	-6%	-$183K	0.15%	154
2020 Q3	$3.27M	Buy	6,954 +160	+2%	+$51.2K	0.28%	80
2020 Q2	$1.72M	Sell	6,794 -299	-4%	-$53.8K	0.16%	154
2020 Q1	$1.04M	Buy	7,093 +2,977	+72%	+$294K	0.15%	173
2019 Q4	$280K	Buy	+4,116	New	+$283K	0.03%	412

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 $12.9B AUM 64.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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 $1.66T AUM 25.57% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Advocates Investment Management's ZM Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Zoom (ZM) in Q3 2022, closing a stake of 1,929 shares — an estimated $209K sold.

Financial Advocates Investment Management first reported a position in ZM in Q4 2019 and held it in 11 quarters. The position peaked at $3.27M in Q3 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Financial Advocates Investment Management reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 1,929 Zoom shares in Q3 2022, an estimated $209K.
Financial Advocates Investment Management first reported a position in Zoom in Q4 2019 and held it in 11 quarters.
Financial Advocates Investment Management's Zoom position peaked at $3.27M in Q3 2020.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.