Koshinski Asset Management
ZM icon

Koshinski Asset Management’s Zoom ZM Stock Holding History

Koshinski Asset 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
-513
Closed -$60.1K – 2007
2022
Q1 		$60.1K Sell
513
-300
-37% -$40.8K ﹤0.01% 1021
2021
Q4 		$150K Sell
813
-110
-12% -$25.9K 0.01% 718
2021
Q3 		$241K Buy
923
+5
+0.5% +$1.69K 0.02% 561
2021
Q2 		$355K Sell
918
-461
-33% -$154K 0.04% 394
2021
Q1 		$443K Buy
1,379
+192
+16% +$70.7K 0.05% 393
2020
Q4 		$675K Buy
1,187
+89
+8% +$39.7K 0.09% 258
2020
Q3 		$540 Sell
1,098
-29
-3% -$9.27K 0.07% 276
2020
Q2 		$286K Buy
+1,127
New +$203K 0.05% 397

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Koshinski Asset Management's ZM Position: Q2 2022 in Review

Koshinski Asset Management sold out of Zoom (ZM) in Q2 2022, closing a stake of 513 shares — an estimated $60.1K sold.

Koshinski Asset Management first reported a position in ZM in Q2 2020 and held it in 8 quarters. The position peaked at $675K in Q4 2020. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • Koshinski Asset Management reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 513 Zoom shares in Q2 2022, an estimated $60.1K.
  • Koshinski Asset Management first reported a position in Zoom in Q2 2020 and held it in 8 quarters.
  • Koshinski Asset Management's Zoom position peaked at $675K in Q4 2020.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.