J.W. Cole Advisors’s Zoom ZM Stock Holding History

J.W. Cole Advisors’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	-2,241	Closed	-$242K	–	773
2022 Q2	$242K	Buy	+2,241	New	+$236K	0.02%	614
2021 Q4	–	Sell	-1,544	Closed	-$402K	–	890
2021 Q3	$402K	Sell	1,544 -136	-8%	-$45.9K	0.03%	293
2021 Q2	$650K	Buy	1,680 +36	+2%	+$12K	0.05%	358
2021 Q1	$528K	Buy	1,644 +22	+1%	+$8.1K	0.05%	373
2020 Q4	$547K	Sell	1,622 -6,669	-80%	-$2.97M	0.06%	326
2020 Q3	$3.9M	Buy	+8,291	New	+$2.65M	0.3%	81

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

J.W. Cole Advisors's ZM Position: Q3 2022 in Review

J.W. Cole Advisors sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,241 shares — an estimated $242K sold.

J.W. Cole Advisors first reported a position in ZM in Q3 2020 and held it in 6 quarters. The position peaked at $3.9M in Q3 2020. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

J.W. Cole Advisors reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
J.W. Cole Advisors sold 2,241 Zoom shares in Q3 2022, an estimated $242K.
J.W. Cole Advisors first reported a position in Zoom in Q3 2020 and held it in 6 quarters.
J.W. Cole Advisors's Zoom position peaked at $3.9M in Q3 2020.
662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on J.W. Cole Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.