Kalos Management’s Zoom ZM Stock Holding History

Kalos 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 Q2	–	Sell	-903	Closed	-$66.7K	–	391
2023 Q1	$66.7K	Buy	+903	New	+$65.1K	0.13%	78
2022 Q1	–	Sell	-1,243	Closed	-$325K	–	313
2021 Q4	$325K	Buy	1,243 +70	+6%	+$16.5K	0.09%	218
2021 Q3	$307K	Buy	1,173 +255	+28%	+$86K	0.09%	219
2021 Q2	$351K	Buy	918 +3	+0.3%	+$999	0.14%	179
2021 Q1	$274K	Buy	915 +7	+0.8%	+$2.58K	0.09%	237
2020 Q4	$306K	Buy	908 +5	+0.6%	+$2.23K	0.13%	184
2020 Q3	$351K	Hold	903	–	–	0.16%	156
2020 Q2	$215K	Buy	+903	New	+$162K	0.09%	186

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

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

Norges Bank Oslo, Norway $935B AUM

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kalos Management's ZM Position: Q2 2023 in Review

Kalos Management sold out of Zoom (ZM) in Q2 2023, closing a stake of 903 shares — an estimated $66.7K sold.

Kalos Management first reported a position in ZM in Q2 2020 and held it in 8 quarters. The position peaked at $351K in Q2 2021. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

Kalos Management reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 903 Zoom shares in Q2 2023, an estimated $66.7K.
Kalos Management first reported a position in Zoom in Q2 2020 and held it in 8 quarters.
Kalos Management's Zoom position peaked at $351K in Q2 2021.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.