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Stamos Capital Partners’s Zoom ZM Stock Holding History

Stamos Capital 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
2023
Q1 		– Sell
-7,430
Closed -$503K – 133
2022
Q4 		$503K Buy
7,430
+1,980
+36% +$150K 0.16% 104
2022
Q3 		$401K Buy
+5,450
New +$519K 0.1% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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 $3.38T AUM 44.17% 1-Year Est. Return

Stamos Capital Partners's ZM Position: Q1 2023 in Review

Stamos Capital Partners sold out of Zoom (ZM) in Q1 2023, closing a stake of 7,430 shares — an estimated $503K sold.

Stamos Capital Partners first reported a position in ZM in Q3 2022 and held it in 2 quarters. The position peaked at $503K in Q4 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • Stamos Capital Partners reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 7,430 Zoom shares in Q1 2023, an estimated $503K.
  • Stamos Capital Partners first reported a position in Zoom in Q3 2022 and held it in 2 quarters.
  • Stamos Capital Partners's Zoom position peaked at $503K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Stamos Capital Partners's 13F filing for Q1 2023, filed 12 May 2023.