OPW
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Oxler Private Wealth’s Zoom ZM Stock Holding History

Oxler Private Wealth’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
-301
Closed -$22.1K – 340
2022
Q3 		$22.1K Sell
301
-100
-25% -$9.52K 0.01% 286
2022
Q2 		$43.3K Buy
+401
New +$42.3K 0.02% 155
2022
Q1 		– Sell
-5,801
Closed -$1.07M – 121
2021
Q4 		$1.07M Buy
5,801
+3,975
+218% +$935K 0.44% 59
2021
Q3 		$1M Hold
1,826
– – 0.44% 61
2021
Q2 		$706K Buy
1,826
+300
+20% +$99.9K 0.31% 89
2021
Q1 		$490K Buy
1,526
+951
+165% +$350K 0.25% 86
2020
Q4 		$193K Buy
+575
New +$256K 0.11% 104

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
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
Sumitomo Mitsui Trust Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oxler Private Wealth's ZM Position: Q4 2022 in Review

Oxler Private Wealth sold out of Zoom (ZM) in Q4 2022, closing a stake of 301 shares — an estimated $22.1K sold.

Oxler Private Wealth first reported a position in ZM in Q4 2020 and held it in 7 quarters. The position peaked at $1.07M in Q4 2021. 652 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Oxler Private Wealth reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 301 Zoom shares in Q4 2022, an estimated $22.1K.
  • Oxler Private Wealth first reported a position in Zoom in Q4 2020 and held it in 7 quarters.
  • Oxler Private Wealth's Zoom position peaked at $1.07M in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.