Gerber Kawasaki Wealth & Investment Management’s Zoom ZM Stock Holding History

Gerber Kawasaki Wealth & 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 Q1	–	Sell	-1,898	Closed	-$349K	–	288
2021 Q4	$349K	Sell	1,898 -3,119	-62%	-$733K	0.03%	190
2021 Q3	$1.31M	Buy	5,017 +586	+13%	+$198K	0.17%	63
2021 Q2	$1.71M	Sell	4,431 -831	-16%	-$277K	0.18%	82
2021 Q1	$1.69M	Sell	5,262 -422	-7%	-$155K	0.2%	75
2020 Q4	$1.92M	Buy	5,684 +444	+8%	+$198K	0.27%	63
2020 Q3	$2.46M	Sell	5,240 -321	-6%	-$103K	0.53%	36
2020 Q2	$1.41M	Buy	+5,561	New	+$1M	0.31%	57

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Gerber Kawasaki Wealth & Investment Management's ZM Position: Q1 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,898 shares — an estimated $349K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $2.46M in Q3 2020. 767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1,898 Zoom shares in Q1 2022, an estimated $349K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
Gerber Kawasaki Wealth & Investment Management's Zoom position peaked at $2.46M in Q3 2020.
767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2022, filed 12 May 2022.