SkyOak Wealth’s Zoom ZM Stock Holding History

SkyOak Wealth’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	-2,000	Closed	-$234K	–	259
2022 Q1	$234K	Buy	+2,000	New	+$272K	0.07%	202
2020 Q2	–	Sell	-4,672	Closed	-$683K	–	267
2020 Q1	$683K	Buy	+4,672	New	+$461K	0.35%	67

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

Morgan Stanley New York $1.89T AUM 35.08% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

SkyOak Wealth's ZM Position: Q2 2022 in Review

SkyOak Wealth sold out of Zoom (ZM) in Q2 2022, closing a stake of 2,000 shares — an estimated $234K sold.

SkyOak Wealth first reported a position in ZM in Q1 2020 and held it in 2 quarters. The position peaked at $683K in Q1 2020. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

SkyOak Wealth reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
SkyOak Wealth sold 2,000 Zoom shares in Q2 2022, an estimated $234K.
SkyOak Wealth first reported a position in Zoom in Q1 2020 and held it in 2 quarters.
SkyOak Wealth's Zoom position peaked at $683K in Q1 2020.
754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on SkyOak Wealth's 13F filing for Q2 2022, filed 26 Jul 2022.