Insigneo Advisory Services’s Zoom ZM Stock Holding History

Insigneo Advisory Services’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
2023 Q4	–	Sell	-2,921	Closed	-$204K	–	455
2023 Q3	$204K	Buy	+2,921	New	+$203K	0.04%	364

Other funds holding ZM

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Insigneo Advisory Services's ZM Position: Q4 2023 in Review

Insigneo Advisory Services sold out of Zoom (ZM) in Q4 2023, closing a stake of 2,921 shares — an estimated $204K sold.

Insigneo Advisory Services first reported a position in ZM in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Insigneo Advisory Services reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Insigneo Advisory Services sold 2,921 Zoom shares in Q4 2023, an estimated $204K.
Insigneo Advisory Services first reported a position in Zoom in Q3 2023 and held it in 1 quarter.
Insigneo Advisory Services's Zoom position peaked at $204K in Q3 2023.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Insigneo Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.