Navigation Wealth Management’s Zoom ZM Stock Holding History

Navigation Wealth Management’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	-5	Closed	–	–	47
2022 Q3	$0	Hold	5	–	–	﹤0.01%	49
2022 Q2	$1K	Hold	5	–	–	0.11%	29
2022 Q1	$1K	Buy	+5	New	+$680	0.01%	37
2021 Q4	–	Sell	-5	Closed	-$2K	–	93
2021 Q3	$2K	Hold	5	–	–	0.01%	67
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	53
2021 Q1	$2K	Buy	+5	New	+$1.84K	﹤0.01%	40

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Navigation Wealth Management's ZM Position: Q4 2022 in Review

Navigation Wealth Management sold out of Zoom (ZM) in Q4 2022, closing a stake of 5 shares.

Navigation Wealth Management first reported a position in ZM in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Navigation Wealth Management reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Navigation Wealth Management sold 5 Zoom shares in Q4 2022.
Navigation Wealth Management first reported a position in Zoom in Q1 2021 and held it in 6 quarters.
Navigation Wealth Management's Zoom position peaked at $2K in Q3 2021.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.