Signature Wealth Management Partners’s Zoom ZM Stock Holding History

Signature Wealth Management Partners’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	–	Sell	-2,426	Closed	-$262K	–	110
2022 Q2	$262K	Buy	2,426 +105	+5%	+$11.1K	0.27%	81
2022 Q1	$272K	Buy	+2,321	New	+$316K	0.23%	89
2021 Q4	–	Sell	-841	Closed	-$220K	–	117
2021 Q3	$220K	Hold	841	–	–	0.2%	101
2021 Q2	$325K	Hold	841	–	–	0.3%	79
2021 Q1	$270K	Hold	841	–	–	0.26%	81
2020 Q4	$284K	Buy	+841	New	+$375K	0.28%	72

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 $175B AUM 40.63% 1-Year Est. Return

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

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

Signature Wealth Management Partners's ZM Position: Q3 2022 in Review

Signature Wealth Management Partners sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,426 shares — an estimated $262K sold.

Signature Wealth Management Partners first reported a position in ZM in Q4 2020 and held it in 6 quarters. The position peaked at $325K in Q2 2021. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Signature Wealth Management Partners reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Signature Wealth Management Partners sold 2,426 Zoom shares in Q3 2022, an estimated $262K.
Signature Wealth Management Partners first reported a position in Zoom in Q4 2020 and held it in 6 quarters.
Signature Wealth Management Partners's Zoom position peaked at $325K in Q2 2021.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Signature Wealth Management Partners's 13F filing for Q3 2022, filed 1 Nov 2022.