FCI
ZM icon

Financial Counselors Inc’s Zoom ZM Stock Holding History

Financial Counselors 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
2022
Q4 		– Sell
-30,167
Closed -$2.22M – 515
2022
Q3 		$2.22M Buy
30,167
+3,063
+11% +$292K 0.05% 227
2022
Q2 		$2.93M Buy
27,104
+13,546
+100% +$1.43M 0.07% 206
2022
Q1 		$1.59M Buy
13,558
+2,648
+24% +$360K 0.03% 270
2021
Q4 		$2.01M Sell
10,910
-4,485
-29% -$1.05M 0.04% 250
2021
Q3 		$4.03M Buy
15,395
+670
+5% +$226K 0.09% 203
2021
Q2 		$5.7M Buy
14,725
+1,948
+15% +$649K 0.12% 170
2021
Q1 		$4.11M Buy
12,777
+8,105
+173% +$2.98M 0.1% 192
2020
Q4 		$1.58M Buy
4,672
+1,070
+30% +$477K 0.04% 269
2020
Q3 		$1.69M Buy
+3,602
New +$1.15M 0.05% 248

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Counselors Inc's ZM Position: Q4 2022 in Review

Financial Counselors Inc sold out of Zoom (ZM) in Q4 2022, closing a stake of 30,167 shares — an estimated $2.22M sold.

Financial Counselors Inc first reported a position in ZM in Q3 2020 and held it in 9 quarters. The position peaked at $5.7M in Q2 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Financial Counselors Inc reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Financial Counselors Inc sold 30,167 Zoom shares in Q4 2022, an estimated $2.22M.
  • Financial Counselors Inc first reported a position in Zoom in Q3 2020 and held it in 9 quarters.
  • Financial Counselors Inc's Zoom position peaked at $5.7M in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Financial Counselors Inc's 13F filing for Q4 2022, filed 14 Feb 2023.