Sterling Investment Advisors (Pennsylvania)’s Zoom ZM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-1,055	Closed	-$114K	–	547
2022 Q2	$114K	Buy	1,055 +200	+23%	+$21.1K	0.04%	167
2022 Q1	$100K	Buy	855 +55	+7%	+$7.48K	0.03%	194
2021 Q4	$147K	Hold	800	–	–	0.04%	169
2021 Q3	$209K	Hold	800	–	–	0.06%	145
2021 Q2	$310K	Hold	800	–	–	0.09%	128
2021 Q1	$257K	Sell	800 -188	-19%	-$69.2K	0.08%	128
2020 Q4	$333K	Sell	988 -1,200	-55%	-$535K	0.11%	109
2020 Q3	$1.03M	Sell	2,188 -5,100	-70%	-$1.63M	0.4%	66
2020 Q2	$1.85M	Sell	7,288 -7,315	-50%	-$1.32M	0.77%	36
2020 Q1	$2.13M	Buy	14,603 +8,003	+121%	+$790K	1.13%	21
2019 Q4	$449K	Buy	+6,600	New	+$454K	0.21%	83

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ZM Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Zoom (ZM) in Q3 2022, closing a stake of 1,055 shares — an estimated $114K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ZM in Q4 2019 and held it in 11 quarters. The position peaked at $2.13M in Q1 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 1,055 Zoom shares in Q3 2022, an estimated $114K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Zoom in Q4 2019 and held it in 11 quarters.
Sterling Investment Advisors (Pennsylvania)'s Zoom position peaked at $2.13M in Q1 2020.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.