JWWM
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Johnson & White Wealth Management’s Zoom ZM Stock Holding History

Johnson & White Wealth 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
2023
Q1 		– Sell
-18,188
Closed -$1.27M – 128
2022
Q4 		$1.27M Buy
+18,188
New +$1.38M 1.28% 21

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Johnson & White Wealth Management's ZM Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Zoom (ZM) in Q1 2023, closing a stake of 18,188 shares — an estimated $1.27M sold.

Johnson & White Wealth Management first reported a position in ZM in Q4 2022 and held it in 1 quarter. The position peaked at $1.27M in Q4 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 18,188 Zoom shares in Q1 2023, an estimated $1.27M.
  • Johnson & White Wealth Management first reported a position in Zoom in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Zoom position peaked at $1.27M in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.