Tucker Asset Management’s Zoom ZM Stock Holding History

Tucker Asset 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
2023 Q3	–	Sell	-6	Closed	-$407	–	1578
2023 Q2	$407	Hold	6	–	–	﹤0.01%	1052
2023 Q1	$443	Hold	6	–	–	﹤0.01%	1062
2022 Q4	$408	Sell	6 -11	-65%	-$836	﹤0.01%	721
2022 Q3	$1.42K	Buy	17 +6	+55%	+$571	﹤0.01%	606
2022 Q2	$1.19K	Buy	+11	New	+$1.16K	﹤0.01%	510
2021 Q1	–	Sell	-1,192	Closed	-$402K	–	400
2020 Q4	$402K	Buy	+1,192	New	+$531K	0.24%	14

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

Tucker Asset Management's ZM Position: Q3 2023 in Review

Tucker Asset Management sold out of Zoom (ZM) in Q3 2023, closing a stake of 6 shares — an estimated $407 sold.

Tucker Asset Management first reported a position in ZM in Q4 2020 and held it in 6 quarters. The position peaked at $402K in Q4 2020. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

Tucker Asset Management reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
Tucker Asset Management sold 6 Zoom shares in Q3 2023, an estimated $407.
Tucker Asset Management first reported a position in Zoom in Q4 2020 and held it in 6 quarters.
Tucker Asset Management's Zoom position peaked at $402K in Q4 2020.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.