TrustCore Financial Services’s Zoom ZM Stock Holding History

TrustCore Financial Services’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 Q4	$6.57K	Hold	97	–	–	﹤0.01%	786
2022 Q3	$7K	Sell	97 -23	-19%	-$2.19K	﹤0.01%	826
2022 Q2	$13K	Sell	120 -223	-65%	-$23.5K	﹤0.01%	714
2022 Q1	$40K	Buy	343 +68	+25%	+$9.25K	﹤0.01%	527
2021 Q4	$51K	Sell	275 -68	-20%	-$16K	0.01%	438
2021 Q3	$90K	Hold	343	–	–	0.01%	365
2021 Q2	$133K	Sell	343 -91	-21%	-$30.3K	0.01%	315
2021 Q1	$139K	Hold	434	–	–	0.02%	294
2020 Q4	$146K	Sell	434 -288	-40%	-$128K	0.02%	281
2020 Q3	$339K	Buy	722 +50	+7%	+$16K	0.05%	180
2020 Q2	$170K	Buy	672 +128	+24%	+$23K	0.03%	239
2020 Q1	$79K	Buy	544 +414	+318%	+$40.9K	0.02%	304
2019 Q4	$9K	Sell	130 -500	-79%	-$34.4K	﹤0.01%	669
2019 Q3	$48K	Buy	630 +280	+80%	+$25.2K	0.01%	373
2019 Q2	$31K	Buy	+350	New	+$28.8K	0.01%	439

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrustCore Financial Services's ZM Position: Q4 2022 in Review

TrustCore Financial Services held its Zoom (ZM) position steady in Q4 2022 at 97 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

TrustCore Financial Services first reported a position in ZM in Q2 2019 and has held it in 15 quarters since. The position peaked at $339K in Q3 2020. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

TrustCore Financial Services held 97 shares of Zoom worth $6.57K as of Q4 2022.
TrustCore Financial Services left its Zoom share count unchanged in Q4 2022.
Zoom made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #786 holding.
TrustCore Financial Services first reported a position in Zoom in Q2 2019 and has held it in 15 quarters since.
TrustCore Financial Services's Zoom position peaked at $339K in Q3 2020.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.