Laird Norton Wetherby Wealth Management’s Zoom ZM Stock Holding History

Laird Norton Wetherby 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
2023 Q1	–	Sell	-3,082	Closed	-$209K	–	952
2022 Q4	$209K	Buy	3,082 +591	+24%	+$44.9K	0.01%	787
2022 Q3	$183K	Sell	2,491 -2,742	-52%	-$261K	0.01%	810
2022 Q2	$565K	Buy	5,233 +2,483	+90%	+$262K	0.04%	463
2022 Q1	$322K	Buy	2,750 +519	+23%	+$70.6K	0.02%	694
2021 Q4	$411K	Sell	2,231 -298	-12%	-$70.1K	0.02%	598
2021 Q3	$661K	Buy	2,529 +142	+6%	+$47.9K	0.04%	410
2021 Q2	$924K	Sell	2,387 -139	-6%	-$46.3K	0.06%	325
2021 Q1	$811K	Sell	2,526 -308	-11%	-$113K	0.06%	308
2020 Q4	$956K	Buy	2,834 +725	+34%	+$323K	0.06%	283
2020 Q3	$991K	Buy	+2,109	New	+$674K	0.09%	222

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

Laird Norton Wetherby Wealth Management's ZM Position: Q1 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Zoom (ZM) in Q1 2023, closing a stake of 3,082 shares — an estimated $209K sold.

Laird Norton Wetherby Wealth Management first reported a position in ZM in Q3 2020 and held it in 10 quarters. The position peaked at $991K in Q3 2020. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

Laird Norton Wetherby Wealth Management reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 3,082 Zoom shares in Q1 2023, an estimated $209K.
Laird Norton Wetherby Wealth Management first reported a position in Zoom in Q3 2020 and held it in 10 quarters.
Laird Norton Wetherby Wealth Management's Zoom position peaked at $991K in Q3 2020.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.