FFN
ZM icon

Focus Financial Network’s Zoom ZM Stock Holding History

Focus Financial Network’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
-2,183
Closed -$236K – 502
2022
Q2 		$236K Buy
2,183
+69
+3% +$7.28K 0.02% 442
2022
Q1 		$248K Buy
+2,114
New +$288K 0.02% 443
2021
Q1 		– Sell
-2,008
Closed -$677K – 569
2020
Q4 		$677K Buy
2,008
+262
+15% +$117K 0.06% 231
2020
Q3 		$821K Sell
1,746
-719
-29% -$230K 0.08% 201
2020
Q2 		$625K Buy
+2,465
New +$444K 0.07% 215

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focus Financial Network's ZM Position: Q3 2022 in Review

Focus Financial Network sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,183 shares — an estimated $236K sold.

Focus Financial Network first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $821K in Q3 2020. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Focus Financial Network reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Focus Financial Network sold 2,183 Zoom shares in Q3 2022, an estimated $236K.
  • Focus Financial Network first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
  • Focus Financial Network's Zoom position peaked at $821K in Q3 2020.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Focus Financial Network's 13F filing for Q3 2022, filed 24 Jul 2024.