MA
ZM icon

Momentum Advisors’s Zoom ZM Stock Holding History

Momentum 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
Q4 		$734K Sell
10,841
-150
-1% -$11.4K 0.74% 30
2022
Q3 		$809K Buy
10,991
+663
+6% +$63.1K 0.89% 26
2022
Q2 		$1.11M Buy
+10,328
New +$1.09M 1.25% 22

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Momentum Advisors's ZM Position: Q4 2022 in Review

Momentum Advisors reduced its Zoom (ZM) stake by 1.4% in Q4 2022, selling an estimated $11.4K and leaving 10,841 shares worth $734K. The position accounts for 0.74% of the portfolio, ranked #30.

Momentum Advisors first reported a position in ZM in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.11M in Q2 2022. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Momentum Advisors held 10,841 shares of Zoom worth $734K as of Q4 2022.
  • Momentum Advisors sold 150 Zoom shares in Q4 2022, an estimated $11.4K.
  • Zoom made up 0.74% of Momentum Advisors's portfolio in Q4 2022, its #30 holding.
  • Momentum Advisors first reported a position in Zoom in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's Zoom position peaked at $1.11M in Q2 2022.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.