Patriot Financial Group Insurance Agency’s Zoom ZM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-171	Closed	-$18K	–	1994
2022 Q2	$18K	Sell	171 -85	-33%	-$8.96K	﹤0.01%	1049
2022 Q1	$30K	Buy	256 +8	+3%	+$1.09K	0.01%	949
2021 Q4	$46K	Sell	248 -45	-15%	-$10.6K	0.01%	903
2021 Q3	$77K	Sell	293 -2	-0.7%	-$674	0.01%	730
2021 Q2	$114K	Sell	295 -73	-20%	-$24.3K	0.02%	580
2021 Q1	$118K	Buy	368 +53	+17%	+$19.5K	0.03%	514
2020 Q4	$106K	Sell	315 -166	-35%	-$74K	0.03%	488
2020 Q3	$226K	Sell	481 -369	-43%	-$118K	0.07%	247
2020 Q2	$216K	Buy	850 +800	+1,600%	+$144K	0.08%	225
2020 Q1	$7K	Buy	+50	New	+$4.93K	﹤0.01%	991

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 $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $175B AUM 40.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ZM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Zoom (ZM) in Q3 2022, closing a stake of 171 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in ZM in Q1 2020 and held it in 10 quarters. The position peaked at $226K in Q3 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 171 Zoom shares in Q3 2022, an estimated $18K.
Patriot Financial Group Insurance Agency first reported a position in Zoom in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Zoom position peaked at $226K in Q3 2020.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.