Resolute Advisors’s Zoom ZM Stock Holding History

Resolute 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	-10,466	Closed	-$770K	–	135
2022 Q3	$770K	Buy	10,466 +5,466	+109%	+$520K	0.09%	19
2022 Q2	$540K	Hold	5,000	–	–	0.06%	30
2022 Q1	$586K	Hold	5,000	–	–	0.02%	37
2021 Q4	$920K	Buy	5,000 +2,500	+100%	+$588K	0.03%	27
2021 Q3	$654K	Hold	2,500	–	–	0.09%	38
2021 Q2	$968K	Hold	2,500	–	–	0.15%	24
2021 Q1	$803K	Sell	2,500 -5	-0.2%	-$1.84K	0.11%	27
2020 Q4	$845K	Buy	+2,505	New	+$1.12M	0.47%	25

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Resolute Advisors's ZM Position: Q4 2022 in Review

Resolute Advisors sold out of Zoom (ZM) in Q4 2022, closing a stake of 10,466 shares — an estimated $770K sold.

Resolute Advisors first reported a position in ZM in Q4 2020 and held it in 8 quarters. The position peaked at $968K in Q2 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Resolute Advisors reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Resolute Advisors sold 10,466 Zoom shares in Q4 2022, an estimated $770K.
Resolute Advisors first reported a position in Zoom in Q4 2020 and held it in 8 quarters.
Resolute Advisors's Zoom position peaked at $968K in Q2 2021.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Resolute Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.