MBM Wealth Consultants’s Zoom ZM Stock Holding History

MBM Wealth Consultants’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	-51	Closed	-$4K	–	277
2023 Q1	$4K	Hold	51	–	–	﹤0.01%	239
2022 Q4	$3K	Hold	51	–	–	﹤0.01%	301
2022 Q3	$4K	Hold	51	–	–	﹤0.01%	241
2022 Q2	$6K	Buy	+51	New	+$5.38K	﹤0.01%	239

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

MBM Wealth Consultants's ZM Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Zoom (ZM) in Q2 2023, closing a stake of 51 shares — an estimated $4K sold.

MBM Wealth Consultants first reported a position in ZM in Q2 2022 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

MBM Wealth Consultants reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 51 Zoom shares in Q2 2023, an estimated $4K.
MBM Wealth Consultants first reported a position in Zoom in Q2 2022 and held it in 4 quarters.
MBM Wealth Consultants's Zoom position peaked at $6K in Q2 2022.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.