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Prism Advisors’s Zoom ZM Stock Holding History

Prism 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
Q3 		– Sell
-2,315
Closed -$250K – 57
2022
Q2 		$250K Hold
2,315
– – 0.09% 44
2022
Q1 		$271K Hold
2,315
– – 0.09% 41
2021
Q4 		$426K Buy
+2,315
New +$544K 0.14% 37
2021
Q3 		– Sell
-692
Closed -$268K – 56
2021
Q2 		$268K Hold
692
– – 0.09% 43
2021
Q1 		$222K Buy
+692
New +$255K 0.08% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prism Advisors's ZM Position: Q3 2022 in Review

Prism Advisors sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,315 shares — an estimated $250K sold.

Prism Advisors first reported a position in ZM in Q1 2021 and held it in 5 quarters. The position peaked at $426K in Q4 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Prism Advisors reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Prism Advisors sold 2,315 Zoom shares in Q3 2022, an estimated $250K.
  • Prism Advisors first reported a position in Zoom in Q1 2021 and held it in 5 quarters.
  • Prism Advisors's Zoom position peaked at $426K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Prism Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.