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Professional Financial Advisors’s Zoom ZM Stock Holding History

Professional Financial 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
Q4 		– Sell
-13
Closed -$1K – 482
2022
Q3 		$1K Hold
13
– – ﹤0.01% 471
2022
Q2 		$1K Hold
13
– – ﹤0.01% 459
2022
Q1 		$2K Hold
13
– – ﹤0.01% 446
2021
Q4 		$2K Hold
13
– – ﹤0.01% 438
2021
Q3 		$3K Hold
13
– – ﹤0.01% 361
2021
Q2 		$5K Sell
13
-3
-19% -$999 ﹤0.01% 333
2021
Q1 		$5K Hold
16
– – ﹤0.01% 299
2020
Q4 		$5K Sell
16
-669
-98% -$298K ﹤0.01% 295
2020
Q3 		$316K Buy
+685
New +$219K 0.29% 60

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Professional Financial Advisors's ZM Position: Q4 2022 in Review

Professional Financial Advisors sold out of Zoom (ZM) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Professional Financial Advisors first reported a position in ZM in Q3 2020 and held it in 9 quarters. The position peaked at $316K in Q3 2020. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Professional Financial Advisors reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 13 Zoom shares in Q4 2022, an estimated $1K.
  • Professional Financial Advisors first reported a position in Zoom in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Zoom position peaked at $316K in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.