NIA
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NIA Impact Advisors’s Zoom ZM Stock Holding History

NIA Impact 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
Q2 		– Sell
-1,865
Closed -$219K – 70
2022
Q1 		$219K Sell
1,865
-310
-14% -$42.2K 0.11% 60
2021
Q4 		$317K Sell
2,175
-169
-7% -$39.7K 0.17% 54
2021
Q3 		$613K Buy
2,344
+330
+16% +$111K 0.26% 51
2021
Q2 		$780K Buy
2,014
+7
+0.3% +$2.33K 0.38% 48
2021
Q1 		$645K Buy
2,007
+454
+29% +$167K 0.35% 46
2020
Q4 		$532K Buy
+1,553
New +$692K 0.28% 47

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NIA Impact Advisors's ZM Position: Q2 2022 in Review

NIA Impact Advisors sold out of Zoom (ZM) in Q2 2022, closing a stake of 1,865 shares — an estimated $219K sold.

NIA Impact Advisors first reported a position in ZM in Q4 2020 and held it in 6 quarters. The position peaked at $780K in Q2 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • NIA Impact Advisors reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
  • NIA Impact Advisors sold 1,865 Zoom shares in Q2 2022, an estimated $219K.
  • NIA Impact Advisors first reported a position in Zoom in Q4 2020 and held it in 6 quarters.
  • NIA Impact Advisors's Zoom position peaked at $780K in Q2 2021.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on NIA Impact Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.