My Personal CFO LLC’s Zoom ZM Stock Holding History

My Personal CFO LLC’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	-28	Closed	-$1.9K	–	863
2022 Q4	$1.9K	Buy	+28	New	+$2.13K	﹤0.01%	528

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

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

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

My Personal CFO LLC's ZM Position: Q1 2023 in Review

My Personal CFO LLC sold out of Zoom (ZM) in Q1 2023, closing a stake of 28 shares — an estimated $1.9K sold.

My Personal CFO LLC first reported a position in ZM in Q4 2022 and held it in 1 quarter. The position peaked at $1.9K in Q4 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

My Personal CFO LLC reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 28 Zoom shares in Q1 2023, an estimated $1.9K.
My Personal CFO LLC first reported a position in Zoom in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Zoom position peaked at $1.9K in Q4 2022.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.