GKWIM
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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
2021
Q3 		– Sell
-1
Closed -$7K – 1246
2021
Q2 		$7K Buy
+1
New +$333 ﹤0.01% 255

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
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.