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LeJeune Puetz Investment Counsel’s Zoom ZM Stock Holding History

LeJeune Puetz Investment Counsel’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 		– Sell
-2,325
Closed -$171K – 195
2022
Q3 		$171K Hold
2,325
– – 0.07% 158
2022
Q2 		$251K Buy
+2,325
New +$245K 0.1% 137

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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LeJeune Puetz Investment Counsel's ZM Position: Q4 2022 in Review

LeJeune Puetz Investment Counsel sold out of Zoom (ZM) in Q4 2022, closing a stake of 2,325 shares — an estimated $171K sold.

LeJeune Puetz Investment Counsel first reported a position in ZM in Q2 2022 and held it in 2 quarters. The position peaked at $251K in Q2 2022. 652 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • LeJeune Puetz Investment Counsel reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • LeJeune Puetz Investment Counsel sold 2,325 Zoom shares in Q4 2022, an estimated $171K.
  • LeJeune Puetz Investment Counsel first reported a position in Zoom in Q2 2022 and held it in 2 quarters.
  • LeJeune Puetz Investment Counsel's Zoom position peaked at $251K in Q2 2022.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q4 2022, filed 20 Jan 2023.