Romano Brothers & Co’s Zoom ZM Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-265	Closed	-$18K	–	1008
2022 Q4	$18K	Buy	+265	New	+$20.1K	﹤0.01%	634

Other funds holding ZM

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

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Romano Brothers & Co's ZM Position: Q1 2023 in Review

Romano Brothers & Co sold out of Zoom (ZM) in Q1 2023, closing a stake of 265 shares — an estimated $18K sold.

Romano Brothers & Co first reported a position in ZM in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

Romano Brothers & Co reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 265 Zoom shares in Q1 2023, an estimated $18K.
Romano Brothers & Co first reported a position in Zoom in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Zoom position peaked at $18K in Q4 2022.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.