LWM
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Laidlaw Wealth Management’s Zoom ZM Stock Holding History

Laidlaw 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
Q3 		– Sell
-2,388
Closed -$258K – 380
2022
Q2 		$258K Buy
2,388
+316
+15% +$33.3K 0.05% 298
2022
Q1 		$243K Sell
2,072
-957
-32% -$130K 0.04% 333
2021
Q4 		$557K Sell
3,029
-694
-19% -$163K 0.09% 210
2021
Q3 		$974K Buy
3,723
+622
+20% +$210K 0.25% 93
2021
Q2 		$1.2M Buy
3,101
+154
+5% +$51.3K 0.31% 84
2021
Q1 		$947K Buy
2,947
+152
+5% +$55.9K 0.32% 82
2020
Q4 		$943K Buy
+2,795
New +$1.25M 0.2% 129

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laidlaw Wealth Management's ZM Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,388 shares — an estimated $258K sold.

Laidlaw Wealth Management first reported a position in ZM in Q4 2020 and held it in 7 quarters. The position peaked at $1.2M in Q2 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Laidlaw Wealth Management reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,388 Zoom shares in Q3 2022, an estimated $258K.
  • Laidlaw Wealth Management first reported a position in Zoom in Q4 2020 and held it in 7 quarters.
  • Laidlaw Wealth Management's Zoom position peaked at $1.2M in Q2 2021.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.