M Holdings Securities’s Zoom ZM Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-7,979	Closed	-$589K	–	470
2023 Q1	$589K	Buy	7,979 +3,716	+87%	+$268K	0.06%	227
2022 Q4	$289K	Sell	4,263 -405	-9%	-$30.8K	0.03%	348
2022 Q3	$344K	Sell	4,668 -390	-8%	-$37.1K	0.04%	306
2022 Q2	$546K	Sell	5,058 -865	-15%	-$91.2K	0.06%	232
2022 Q1	$694K	Buy	+5,923	New	+$806K	0.05%	240

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

Norges Bank Oslo, Norway $1T AUM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

M Holdings Securities's ZM Position: Q2 2023 in Review

M Holdings Securities sold out of Zoom (ZM) in Q2 2023, closing a stake of 7,979 shares — an estimated $589K sold.

M Holdings Securities first reported a position in ZM in Q1 2022 and held it in 5 quarters. The position peaked at $694K in Q1 2022. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

M Holdings Securities reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
M Holdings Securities sold 7,979 Zoom shares in Q2 2023, an estimated $589K.
M Holdings Securities first reported a position in Zoom in Q1 2022 and held it in 5 quarters.
M Holdings Securities's Zoom position peaked at $694K in Q1 2022.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.