LifePro Asset Management’s Zoom ZM Stock Holding History

LifePro Asset 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 Q4	–	Sell	-31,794	Closed	-$2.22M	–	127
2023 Q3	$2.22M	Buy	+31,794	New	+$2.21M	1.83%	19
2022 Q3	–	Sell	-46,524	Closed	-$5.02M	–	135
2022 Q2	$5.02M	Buy	+46,524	New	+$4.91M	2.6%	13
2022 Q1	–	Sell	-66,042	Closed	-$12.1M	–	148
2021 Q4	$12.1M	Buy	+66,042	New	+$15.5M	3.59%	9
2021 Q2	–	Sell	-52,606	Closed	-$16.9M	–	108
2021 Q1	$16.9M	Buy	52,606 +5,575	+12%	+$2.05M	5.34%	6
2020 Q4	$15.9M	Sell	47,031 -12,347	-21%	-$5.5M	4.92%	5
2020 Q3	$27.9M	Buy	59,378 +11,848	+25%	+$3.79M	14.28%	1
2020 Q2	$12.1M	Buy	+47,530	New	+$8.55M	10.39%	1

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

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

NAMA

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LifePro Asset Management's ZM Position: Q4 2023 in Review

LifePro Asset Management sold out of Zoom (ZM) in Q4 2023, closing a stake of 31,794 shares — an estimated $2.22M sold.

LifePro Asset Management first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $27.9M in Q3 2020. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

LifePro Asset Management reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
LifePro Asset Management sold 31,794 Zoom shares in Q4 2023, an estimated $2.22M.
LifePro Asset Management first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
LifePro Asset Management's Zoom position peaked at $27.9M in Q3 2020.
697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on LifePro Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.