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
2020 Q4	–	Sell	-100	Closed	-$2K	–	797
2020 Q3	$2K	Buy	+100	New	+$32K	﹤0.01%	619

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.