San Luis Wealth Advisors’s Zoom ZM Stock Holding History

San Luis Wealth 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 Q2	–	Sell	-58	Closed	-$11K	–	433
2022 Q1	$11K	Buy	+58	New	+$7.89K	0.01%	358

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

San Luis Wealth Advisors's ZM Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Zoom (ZM) in Q2 2022, closing a stake of 58 shares — an estimated $11K sold.

San Luis Wealth Advisors first reported a position in ZM in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

San Luis Wealth Advisors reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 58 Zoom shares in Q2 2022, an estimated $11K.
San Luis Wealth Advisors first reported a position in Zoom in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Zoom position peaked at $11K in Q1 2022.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.