MA
ZM icon

Mutual Advisors’s Zoom ZM Stock Holding History

Mutual 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
-4,277
Closed -$315K – 987
2022
Q3 		$315K Buy
4,277
+73
+2% +$6.95K 0.02% 700
2022
Q2 		$454K Sell
4,204
-721
-15% -$76K 0.03% 558
2022
Q1 		$577K Buy
4,925
+582
+13% +$79.2K 0.03% 538
2021
Q4 		$799K Sell
4,343
-400
-8% -$94.1K 0.04% 452
2021
Q3 		$1.24M Buy
4,743
+596
+14% +$201K 0.07% 309
2021
Q2 		$1.6M Buy
4,147
+1,982
+92% +$660K 0.1% 262
2021
Q1 		$696K Buy
2,165
+131
+6% +$48.2K 0.05% 410
2020
Q4 		$686K Sell
2,034
-292
-13% -$130K 0.05% 401
2020
Q3 		$1.09M Buy
2,326
+141
+6% +$45.1K 0.09% 228
2020
Q2 		$554K Buy
2,185
+394
+22% +$70.9K 0.05% 358
2020
Q1 		$262K Buy
+1,791
New +$177K 0.04% 433

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
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Mutual Advisors's ZM Position: Q4 2022 in Review

Mutual Advisors sold out of Zoom (ZM) in Q4 2022, closing a stake of 4,277 shares — an estimated $315K sold.

Mutual Advisors first reported a position in ZM in Q1 2020 and held it in 11 quarters. The position peaked at $1.6M in Q2 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Mutual Advisors reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Mutual Advisors sold 4,277 Zoom shares in Q4 2022, an estimated $315K.
  • Mutual Advisors first reported a position in Zoom in Q1 2020 and held it in 11 quarters.
  • Mutual Advisors's Zoom position peaked at $1.6M in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

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