SS
ZM icon

Simplicity Solutions’s Zoom ZM Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-3,237
Closed -$226K – 1108
2023
Q3 		$226K Buy
+3,237
New +$225K 0.01% 862
2022
Q4 		– Sell
-3,338
Closed -$246K – 728
2022
Q3 		$246K Buy
3,338
+989
+42% +$94.2K 0.04% 528
2022
Q2 		$254K Sell
2,349
-1,031
-31% -$109K 0.03% 483
2022
Q1 		$396K Sell
3,380
-1,190
-26% -$162K 0.05% 363
2021
Q4 		$840K Buy
4,570
+2,868
+169% +$674K 0.09% 257
2021
Q3 		$445K Buy
1,702
+460
+37% +$155K 0.07% 307
2021
Q2 		$481K Buy
1,242
+184
+17% +$61.3K 0.1% 234
2021
Q1 		$340K Sell
1,058
-4,298
-80% -$1.58M 0.07% 293
2020
Q4 		$1.81M Buy
5,356
+1,656
+45% +$738K 0.03% 414
2020
Q3 		$1.74M Sell
3,700
-169
-4% -$54K 0.03% 361
2020
Q2 		$981K Sell
3,869
-5,564
-59% -$1M 0.02% 472
2020
Q1 		$1.38M Buy
+9,433
New +$931K 0.04% 280

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Simplicity Solutions's ZM Position: Q4 2023 in Review

Simplicity Solutions sold out of Zoom (ZM) in Q4 2023, closing a stake of 3,237 shares — an estimated $226K sold.

Simplicity Solutions first reported a position in ZM in Q1 2020 and held it in 12 quarters. The position peaked at $1.81M in Q4 2020. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Simplicity Solutions reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 3,237 Zoom shares in Q4 2023, an estimated $226K.
  • Simplicity Solutions first reported a position in Zoom in Q1 2020 and held it in 12 quarters.
  • Simplicity Solutions's Zoom position peaked at $1.81M in Q4 2020.
  • 697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.