KWM
ZM icon

Kingsview Wealth Management’s Zoom ZM Stock Holding History

Kingsview 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
2022
Q2 		– Sell
-2,104
Closed -$247K – 932
2022
Q1 		$247K Sell
2,104
-127
-6% -$17.3K 0.01% 756
2021
Q4 		$410K Buy
2,231
+298
+15% +$70.1K 0.02% 634
2021
Q3 		$505K Sell
1,933
-775
-29% -$261K 0.02% 544
2021
Q2 		$1.05M Sell
2,708
-716
-21% -$238K 0.05% 367
2021
Q1 		$1.12M Buy
3,424
+2,120
+163% +$780K 0.06% 304
2020
Q4 		$440K Sell
1,304
-490
-27% -$218K 0.03% 475
2020
Q3 		$843K Buy
1,794
+378
+27% +$121K 0.08% 259
2020
Q2 		$359K Sell
1,416
-1,642
-54% -$295K 0.04% 403
2020
Q1 		$447K Buy
+3,058
New +$302K 0.06% 282

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kingsview Wealth Management's ZM Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Zoom (ZM) in Q2 2022, closing a stake of 2,104 shares — an estimated $247K sold.

Kingsview Wealth Management first reported a position in ZM in Q1 2020 and held it in 9 quarters. The position peaked at $1.12M in Q1 2021. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • Kingsview Wealth Management reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,104 Zoom shares in Q2 2022, an estimated $247K.
  • Kingsview Wealth Management first reported a position in Zoom in Q1 2020 and held it in 9 quarters.
  • Kingsview Wealth Management's Zoom position peaked at $1.12M in Q1 2021.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.