Integrated Advisors Network’s Zoom ZM Stock Holding History

Integrated Advisors Network’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	-2,665	Closed	-$288K	–	705
2022 Q2	$288K	Buy	+2,665	New	+$281K	0.02%	538
2021 Q4	–	Sell	-1,014	Closed	-$265K	–	661
2021 Q3	$265K	Buy	1,014 +115	+13%	+$38.8K	0.02%	538
2021 Q2	$348K	Sell	899 -70	-7%	-$23.3K	0.03%	440
2021 Q1	$311K	Buy	969 +224	+30%	+$82.4K	0.03%	426
2020 Q4	$251K	Sell	745 -213	-22%	-$95K	0.03%	429
2020 Q3	$450K	Buy	+958	New	+$306K	0.06%	276

Other funds holding ZM

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Advisors Network's ZM Position: Q3 2022 in Review

Integrated Advisors Network sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,665 shares — an estimated $288K sold.

Integrated Advisors Network first reported a position in ZM in Q3 2020 and held it in 6 quarters. The position peaked at $450K in Q3 2020. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Integrated Advisors Network reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Integrated Advisors Network sold 2,665 Zoom shares in Q3 2022, an estimated $288K.
Integrated Advisors Network first reported a position in Zoom in Q3 2020 and held it in 6 quarters.
Integrated Advisors Network's Zoom position peaked at $450K in Q3 2020.
662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Integrated Advisors Network's 13F filing for Q3 2022, filed 8 Nov 2022.