Level Financial Advisors’s Zoom ZM Stock Holding History

Level Financial Advisors’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	-50	Closed	-$5K	–	358
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	218
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	181
2021 Q4	$9K	Buy	+50	New	+$11.8K	0.01%	180

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Level Financial Advisors's ZM Position: Q3 2022 in Review

Level Financial Advisors sold out of Zoom (ZM) in Q3 2022, closing a stake of 50 shares — an estimated $5K sold.

Level Financial Advisors first reported a position in ZM in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Level Financial Advisors reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 50 Zoom shares in Q3 2022, an estimated $5K.
Level Financial Advisors first reported a position in Zoom in Q4 2021 and held it in 3 quarters.
Level Financial Advisors's Zoom position peaked at $9K in Q4 2021.
662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.