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
2022 Q4	–	Hold	0	–	-$37K	–	964
2022 Q3	–	Hold	0	–	–	–	875
2022 Q2	–	Sell	-700	Closed	-$82K	–	991
2022 Q1	$82K	Buy	700 +100	+17%	+$13.6K	﹤0.01%	913
2021 Q4	$110K	Buy	600 +200	+50%	+$47K	0.01%	906
2021 Q3	$105K	Buy	+400	New	+$135K	0.01%	906

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 656 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.
656 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.