SWM
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Selective Wealth Management’s Zoom ZM Stock Holding History

Selective Wealth Management’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
-200
Closed -$15K – 756
2022
Q3 		$15K Sell
200
-5
-2% -$476 0.01% 473
2022
Q2 		$22K Sell
205
-400
-66% -$42.2K 0.01% 451
2022
Q1 		$71K Sell
605
-420
-41% -$57.1K 0.03% 247
2021
Q4 		$189K Buy
1,025
+100
+11% +$23.5K 0.08% 127
2021
Q3 		$242K Buy
925
+600
+185% +$202K 0.13% 88
2021
Q2 		$126K Buy
325
+270
+491% +$89.9K 0.1% 94
2021
Q1 		$18K Buy
55
+50
+1,000% +$18.4K 0.02% 206
2020
Q4 		$2K Buy
+5
New +$2.23K ﹤0.01% 350

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 $3.37T AUM 44.26% 1-Year Est. Return

Selective Wealth Management's ZM Position: Q4 2022 in Review

Selective Wealth Management sold out of Zoom (ZM) in Q4 2022, closing a stake of 200 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in ZM in Q4 2020 and held it in 8 quarters. The position peaked at $242K in Q3 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Selective Wealth Management reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 Zoom shares in Q4 2022, an estimated $15K.
  • Selective Wealth Management first reported a position in Zoom in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's Zoom position peaked at $242K in Q3 2021.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.