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Tevis Investment Management’s Zoom ZM Stock Holding History

Tevis Investment Management’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
-10
Closed -$1K – 486
2022
Q2 		$1K Hold
10
– – ﹤0.01% 474
2022
Q1 		$1K Hold
10
– – ﹤0.01% 483
2021
Q4 		$2K Buy
+10
New +$2.35K ﹤0.01% 529

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tevis Investment Management's ZM Position: Q3 2022 in Review

Tevis Investment Management sold out of Zoom (ZM) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Tevis Investment Management first reported a position in ZM in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Tevis Investment Management reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 10 Zoom shares in Q3 2022, an estimated $1K.
  • Tevis Investment Management first reported a position in Zoom in Q4 2021 and held it in 3 quarters.
  • Tevis Investment Management's Zoom position peaked at $2K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.