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Foundations Investment Advisors’s Zoom ZM Stock Holding History

Foundations Investment Advisors’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
-2,797
Closed -$327K – 446
2022
Q2 		$327K Buy
2,797
+33
+1% +$3.48K 0.01% 287
2022
Q1 		$305K Sell
2,764
-161
-6% -$21.9K 0.01% 267
2021
Q4 		$499K Buy
2,925
+1,289
+79% +$303K 0.02% 207
2021
Q3 		$421K Buy
+1,636
New +$552K 0.02% 209

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

Foundations Investment Advisors's ZM Position: Q3 2022 in Review

Foundations Investment Advisors sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,797 shares — an estimated $327K sold.

Foundations Investment Advisors first reported a position in ZM in Q3 2021 and held it in 4 quarters. The position peaked at $499K in Q4 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Foundations Investment Advisors reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,797 Zoom shares in Q3 2022, an estimated $327K.
  • Foundations Investment Advisors first reported a position in Zoom in Q3 2021 and held it in 4 quarters.
  • Foundations Investment Advisors's Zoom position peaked at $499K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.