Kessler Investment Group’s Zoom ZM Stock Holding History

Kessler Investment Group’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	-250	Closed	-$17K	–	186
2022 Q4	$17K	Hold	250	–	–	0.02%	102
2022 Q3	$18K	Buy	+250	New	+$23.8K	0.01%	114

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Kessler Investment Group's ZM Position: Q1 2023 in Review

Kessler Investment Group sold out of Zoom (ZM) in Q1 2023, closing a stake of 250 shares — an estimated $17K sold.

Kessler Investment Group first reported a position in ZM in Q3 2022 and held it in 2 quarters. The position peaked at $18K in Q3 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

Kessler Investment Group reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
Kessler Investment Group sold 250 Zoom shares in Q1 2023, an estimated $17K.
Kessler Investment Group first reported a position in Zoom in Q3 2022 and held it in 2 quarters.
Kessler Investment Group's Zoom position peaked at $18K in Q3 2022.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Kessler Investment Group's 13F filing for Q1 2023, filed 14 Apr 2023.