Surience Private Wealth’s Zoom ZM Stock Holding History

Surience Private 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
2023 Q3	–	Sell	-38,967	Closed	-$2.65M	–	36
2023 Q2	$2.65M	Buy	+38,967	New	+$2.61M	3.79%	11

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 $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Surience Private Wealth's ZM Position: Q3 2023 in Review

Surience Private Wealth sold out of Zoom (ZM) in Q3 2023, closing a stake of 38,967 shares — an estimated $2.65M sold.

Surience Private Wealth first reported a position in ZM in Q2 2023 and held it in 1 quarter. The position peaked at $2.65M in Q2 2023. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

Surience Private Wealth reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
Surience Private Wealth sold 38,967 Zoom shares in Q3 2023, an estimated $2.65M.
Surience Private Wealth first reported a position in Zoom in Q2 2023 and held it in 1 quarter.
Surience Private Wealth's Zoom position peaked at $2.65M in Q2 2023.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Surience Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.