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Quattro Financial Advisors’s Zoom ZM Stock Holding History

Quattro 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
-10,000
Closed -$736K – 95
2022
Q3 		$736K Hold
10,000
– – 0.29% 51
2022
Q2 		$1.08M Hold
10,000
– – 0.37% 40
2022
Q1 		$1.17M Buy
+10,000
New +$1.36M 0.39% 42

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Quattro Financial Advisors sold out of Zoom (ZM) in Q4 2022, closing a stake of 10,000 shares — an estimated $736K sold.

Quattro Financial Advisors first reported a position in ZM in Q1 2022 and held it in 3 quarters. The position peaked at $1.17M in Q1 2022. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Quattro Financial Advisors reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Quattro Financial Advisors sold 10,000 Zoom shares in Q4 2022, an estimated $736K.
  • Quattro Financial Advisors first reported a position in Zoom in Q1 2022 and held it in 3 quarters.
  • Quattro Financial Advisors's Zoom position peaked at $1.17M in Q1 2022.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Quattro Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.