VA
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Valmark Advisers’s Zoom ZM Stock Holding History

Valmark Advisers’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 		– Sell
-4,525
Closed -$333K – 468
2022
Q3 		$333K Buy
+4,525
New +$431K 0.01% 335
2021
Q1 		– Sell
-652
Closed -$220K – 392
2020
Q4 		$220K Sell
652
-680
-51% -$303K ﹤0.01% 329
2020
Q3 		$626K Buy
1,332
+89
+7% +$28.5K 0.01% 168
2020
Q2 		$315K Buy
+1,243
New +$224K 0.01% 213

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valmark Advisers's ZM Position: Q4 2022 in Review

Valmark Advisers sold out of Zoom (ZM) in Q4 2022, closing a stake of 4,525 shares — an estimated $333K sold.

Valmark Advisers first reported a position in ZM in Q2 2020 and held it in 4 quarters. The position peaked at $626K in Q3 2020. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Valmark Advisers reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Valmark Advisers sold 4,525 Zoom shares in Q4 2022, an estimated $333K.
  • Valmark Advisers first reported a position in Zoom in Q2 2020 and held it in 4 quarters.
  • Valmark Advisers's Zoom position peaked at $626K in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Valmark Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.