Moser Wealth Advisors’s Zoom ZM Stock Holding History

Moser Wealth 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	–	Sell	-17	Closed	-$1K	–	155
2022 Q3	$1K	Buy	+17	New	+$1.62K	﹤0.01%	146

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Moser Wealth Advisors's ZM Position: Q4 2022 in Review

Moser Wealth Advisors sold out of Zoom (ZM) in Q4 2022, closing a stake of 17 shares — an estimated $1K sold.

Moser Wealth Advisors first reported a position in ZM in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Moser Wealth Advisors reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Moser Wealth Advisors sold 17 Zoom shares in Q4 2022, an estimated $1K.
Moser Wealth Advisors first reported a position in Zoom in Q3 2022 and held it in 1 quarter.
Moser Wealth Advisors's Zoom position peaked at $1K in Q3 2022.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.