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Money Concepts Capital’s Zoom ZM Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-479
Closed -$32.4K – 2974
2022
Q4 		$32.4K Buy
479
+427
+821% +$32.4K ﹤0.01% 1428
2022
Q3 		$4K Hold
52
– – ﹤0.01% 1294
2022
Q2 		$6K Sell
52
-2,137
-98% -$225K ﹤0.01% 1151
2022
Q1 		$257K Buy
+2,189
New +$298K 0.01% 632

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Money Concepts Capital's ZM Position: Q1 2023 in Review

Money Concepts Capital sold out of Zoom (ZM) in Q1 2023, closing a stake of 479 shares — an estimated $32.4K sold.

Money Concepts Capital first reported a position in ZM in Q1 2022 and held it in 4 quarters. The position peaked at $257K in Q1 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • Money Concepts Capital reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 479 Zoom shares in Q1 2023, an estimated $32.4K.
  • Money Concepts Capital first reported a position in Zoom in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Zoom position peaked at $257K in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.