V Wealth Advisors’s Zoom ZM Stock Holding History

V 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 Q3	–	Sell	-5,363	Closed	-$364K	–	381
2023 Q2	$364K	Buy	5,363 +327	+6%	+$21.9K	0.06%	249
2023 Q1	$372K	Buy	5,036 +598	+13%	+$43.1K	0.07%	245
2022 Q4	$301K	Sell	4,438 -2,679	-38%	-$203K	0.06%	279
2022 Q3	$523K	Sell	7,117 -1,167	-14%	-$111K	0.1%	189
2022 Q2	$895K	Sell	8,284 -281	-3%	-$29.6K	0.17%	147
2022 Q1	$1M	Buy	8,565 +3,357	+64%	+$457K	0.16%	150
2021 Q4	$958K	Sell	5,208 -712	-12%	-$167K	0.14%	163
2021 Q3	$1.55M	Buy	5,920 +4	+0.1%	+$1.35K	0.24%	96
2021 Q2	$2.29M	Buy	5,916 +962	+19%	+$320K	0.36%	62
2021 Q1	$1.59M	Sell	4,954 -81	-2%	-$29.8K	0.29%	82
2020 Q4	$1.7M	Buy	5,035 +530	+12%	+$236K	0.35%	64
2020 Q3	$2.12M	Sell	4,505 -778	-15%	-$249K	1.47%	13
2020 Q2	$1.34M	Buy	+5,283	New	+$951K	0.35%	70

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

Norges Bank Oslo, Norway $935B AUM

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

V Wealth Advisors's ZM Position: Q3 2023 in Review

V Wealth Advisors sold out of Zoom (ZM) in Q3 2023, closing a stake of 5,363 shares — an estimated $364K sold.

V Wealth Advisors first reported a position in ZM in Q2 2020 and held it in 13 quarters. The position peaked at $2.29M in Q2 2021. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

V Wealth Advisors reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 5,363 Zoom shares in Q3 2023, an estimated $364K.
V Wealth Advisors first reported a position in Zoom in Q2 2020 and held it in 13 quarters.
V Wealth Advisors's Zoom position peaked at $2.29M in Q2 2021.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.