Lauer Wealth’s Zoom ZM Stock Holding History

Lauer Wealth’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 Q4	–	Sell	-8,627	Closed	-$545K	–	52
2023 Q3	$545K	Buy	8,627 +500	+6%	+$34.7K	0.59%	24
2023 Q2	$588K	Buy	+8,127	New	+$543K	0.61%	24

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Lauer Wealth's ZM Position: Q4 2023 in Review

Lauer Wealth sold out of Zoom (ZM) in Q4 2023, closing a stake of 8,627 shares — an estimated $545K sold.

Lauer Wealth first reported a position in ZM in Q2 2023 and held it in 2 quarters. The position peaked at $588K in Q2 2023. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Lauer Wealth reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Lauer Wealth sold 8,627 Zoom shares in Q4 2023, an estimated $545K.
Lauer Wealth first reported a position in Zoom in Q2 2023 and held it in 2 quarters.
Lauer Wealth's Zoom position peaked at $588K in Q2 2023.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Lauer Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.