Financial Architects (New Jersey)’s Zoom ZM Stock Holding History

Financial Architects (New Jersey)’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	$1.23M	Hold	18,050	–	–	0.18%	122
2023 Q1	$1.33M	Sell	18,050 -95	-0.5%	-$6.84K	0.21%	113
2022 Q4	$1.23M	Sell	18,145 -2,004	-10%	-$152K	0.2%	115
2022 Q3	$1.48M	Hold	20,149	–	–	0.26%	92
2022 Q2	$2.17M	Sell	20,149 -31	-0.2%	-$3.27K	2.77%	11
2022 Q1	$2.37M	Sell	20,180 -39,107	-66%	-$5.32M	0.34%	72
2021 Q4	$10.9M	Buy	59,287 +13,745	+30%	+$3.23M	1.47%	17
2021 Q3	$11.9M	Buy	45,542 +60	+0.1%	+$20.2K	1.73%	13
2021 Q2	$17.6M	Buy	45,482 +110	+0.2%	+$36.6K	2.54%	4
2021 Q1	$14.6M	Buy	45,372 +8,880	+24%	+$3.27M	2.28%	8
2020 Q4	$12.3M	Buy	36,492 +35,498	+3,571%	+$15.8M	2.28%	8
2020 Q3	$467K	Buy	994 +596	+150%	+$191K	0.1%	157
2020 Q2	$101K	Buy	398 +215	+117%	+$38.7K	0.02%	318
2020 Q1	$27K	Buy	+183	New	+$18.1K	0.01%	467

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

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

Financial Architects (New Jersey)'s ZM Position: Q2 2023 in Review

Financial Architects (New Jersey) held its Zoom (ZM) position steady in Q2 2023 at 18,050 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #122.

Financial Architects (New Jersey) first reported a position in ZM in Q1 2020 and has held it in 14 quarters since. The position peaked at $17.6M in Q2 2021. 653 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

Financial Architects (New Jersey) held 18,050 shares of Zoom worth $1.23M as of Q2 2023.
Financial Architects (New Jersey) left its Zoom share count unchanged in Q2 2023.
Zoom made up 0.18% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #122 holding.
Financial Architects (New Jersey) first reported a position in Zoom in Q1 2020 and has held it in 14 quarters since.
Financial Architects (New Jersey)'s Zoom position peaked at $17.6M in Q2 2021.
653 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.