One Wealth Advisors’s Zoom ZM Stock Holding History

One 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
2023 Q1	–	Sell	-372	Closed	-$25.2K	–	616
2022 Q4	$25.2K	Buy	+372	New	+$28.3K	0.01%	496

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

One Wealth Advisors's ZM Position: Q1 2023 in Review

One Wealth Advisors sold out of Zoom (ZM) in Q1 2023, closing a stake of 372 shares — an estimated $25.2K sold.

One Wealth Advisors first reported a position in ZM in Q4 2022 and held it in 1 quarter. The position peaked at $25.2K in Q4 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

One Wealth Advisors reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 372 Zoom shares in Q1 2023, an estimated $25.2K.
One Wealth Advisors first reported a position in Zoom in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Zoom position peaked at $25.2K in Q4 2022.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.