Mine & Arao Wealth Creation & Management’s Zoom ZM Stock Holding History

Mine & Arao Wealth Creation & 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	-150	Closed	-$10.5K	–	329
2023 Q3	$10.5K	Hold	150	–	–	0.01%	208
2023 Q2	$10.2K	Buy	+150	New	+$10K	0.01%	221
2022 Q2	–	Sell	-107	Closed	-$13K	–	336
2022 Q1	$13K	Sell	107 -43	-29%	-$5.85K	0.01%	220
2021 Q4	$28K	Buy	150 +64	+74%	+$15K	0.02%	188
2021 Q3	$22K	Buy	+86	New	+$29K	0.01%	200

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's ZM Position: Q4 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Zoom (ZM) in Q4 2023, closing a stake of 150 shares — an estimated $10.5K sold.

Mine & Arao Wealth Creation & Management first reported a position in ZM in Q3 2021 and held it in 5 quarters. The position peaked at $28K in Q4 2021. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Mine & Arao Wealth Creation & Management reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 150 Zoom shares in Q4 2023, an estimated $10.5K.
Mine & Arao Wealth Creation & Management first reported a position in Zoom in Q3 2021 and held it in 5 quarters.
Mine & Arao Wealth Creation & Management's Zoom position peaked at $28K in Q4 2021.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2023, filed 6 Feb 2024.