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Sutton Wealth Advisors’s Zoom ZM Stock Holding History

Sutton Wealth Advisors’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
Q2 		– Sell
-16
Closed -$1.18K – 871
2023
Q1 		$1.18K Buy
+16
New +$1.15K ﹤0.01% 712
2022
Q3 		– Sell
-21
Closed -$2.27K – 1730
2022
Q2 		$2.27K Buy
21
+6
+40% +$633 ﹤0.01% 1167
2022
Q1 		$1.76K Buy
15
+10
+200% +$1.36K ﹤0.01% 1220
2021
Q4 		$920 Sell
5
-5
-50% -$1.18K ﹤0.01% 1347
2021
Q3 		$2.62K Hold
10
– – ﹤0.01% 1138
2021
Q2 		$3.87K Hold
10
– – ﹤0.01% 1085
2021
Q1 		$3.21K Hold
10
– – ﹤0.01% 1073
2020
Q4 		$3.37K Hold
10
– – ﹤0.01% 1039
2020
Q3 		$4.7K Hold
10
– – ﹤0.01% 938
2020
Q2 		$2.54K Buy
+10
New +$1.8K ﹤0.01% 1031

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 $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Sutton Wealth Advisors's ZM Position: Q2 2023 in Review

Sutton Wealth Advisors sold out of Zoom (ZM) in Q2 2023, closing a stake of 16 shares — an estimated $1.18K sold.

Sutton Wealth Advisors first reported a position in ZM in Q2 2020 and held it in 10 quarters. The position peaked at $4.7K in Q3 2020. 653 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • Sutton Wealth Advisors reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 16 Zoom shares in Q2 2023, an estimated $1.18K.
  • Sutton Wealth Advisors first reported a position in Zoom in Q2 2020 and held it in 10 quarters.
  • Sutton Wealth Advisors's Zoom position peaked at $4.7K in Q3 2020.
  • 653 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Sutton Wealth Advisors's 13F filing for Q2 2023, filed 8 Nov 2023.