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Roberts Capital Advisors’s Zoom ZM Stock Holding History

Roberts Capital 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 		$220K Hold
2,984
– – 0.32% 82
2022
Q2 		$322K Hold
2,984
– – 0.44% 78
2022
Q1 		$350K Hold
2,984
– – 0.36% 89
2021
Q4 		$549K Buy
+2,984
New +$702K 0.51% 73

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

Roberts Capital Advisors's ZM Position: Q3 2022 in Review

Roberts Capital Advisors held its Zoom (ZM) position steady in Q3 2022 at 2,984 shares worth $220K. The position accounts for 0.32% of the portfolio, ranked #82.

Roberts Capital Advisors first reported a position in ZM in Q4 2021 and has held it in 4 quarters since. The position peaked at $549K in Q4 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Roberts Capital Advisors held 2,984 shares of Zoom worth $220K as of Q3 2022.
  • Roberts Capital Advisors left its Zoom share count unchanged in Q3 2022.
  • Zoom made up 0.32% of Roberts Capital Advisors's portfolio in Q3 2022, its #82 holding.
  • Roberts Capital Advisors first reported a position in Zoom in Q4 2021 and has held it in 4 quarters since.
  • Roberts Capital Advisors's Zoom position peaked at $549K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Roberts Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.