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Howe & Rusling’s Zoom ZM Stock Holding History

Howe & Rusling’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
-10
Closed -$1K – 1211
2022
Q2 		$1K Sell
10
-95
-90% -$10K ﹤0.01% 1017
2022
Q1 		$12K Sell
105
-178
-63% -$24.2K ﹤0.01% 508
2021
Q4 		$52K Buy
283
+100
+55% +$23.5K 0.01% 316
2021
Q3 		$48K Hold
183
– – 0.01% 313
2021
Q2 		$71K Hold
183
– – 0.01% 270
2021
Q1 		$59K Buy
183
+20
+12% +$7.36K 0.01% 282
2020
Q4 		$55K Sell
163
-50
-23% -$22.3K 0.01% 275
2020
Q3 		$100K Buy
213
+58
+37% +$18.5K 0.02% 206
2020
Q2 		$39K Buy
+155
New +$27.9K 0.01% 283

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

Howe & Rusling's ZM Position: Q3 2022 in Review

Howe & Rusling sold out of Zoom (ZM) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Howe & Rusling first reported a position in ZM in Q2 2020 and held it in 9 quarters. The position peaked at $100K in Q3 2020. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Howe & Rusling reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 10 Zoom shares in Q3 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Zoom in Q2 2020 and held it in 9 quarters.
  • Howe & Rusling's Zoom position peaked at $100K in Q3 2020.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.