Venture Visionary Partners’s Zoom ZM Stock Holding History

Venture Visionary Partners’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 Q2	–	Sell	-3,628	Closed	-$268K	–	553
2023 Q1	$268K	Buy	+3,628	New	+$261K	0.02%	425
2022 Q4	–	Sell	-2,793	Closed	-$205K	–	503
2022 Q3	$205K	Sell	2,793 -490	-15%	-$46.7K	0.02%	427
2022 Q2	$354K	Buy	3,283 +30	+0.9%	+$3.16K	0.03%	349
2022 Q1	$381K	Buy	+3,253	New	+$442K	0.03%	361

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Venture Visionary Partners's ZM Position: Q2 2023 in Review

Venture Visionary Partners sold out of Zoom (ZM) in Q2 2023, closing a stake of 3,628 shares — an estimated $268K sold.

Venture Visionary Partners first reported a position in ZM in Q1 2022 and held it in 4 quarters. The position peaked at $381K in Q1 2022. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

Venture Visionary Partners reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
Venture Visionary Partners sold 3,628 Zoom shares in Q2 2023, an estimated $268K.
Venture Visionary Partners first reported a position in Zoom in Q1 2022 and held it in 4 quarters.
Venture Visionary Partners's Zoom position peaked at $381K in Q1 2022.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Venture Visionary Partners's 13F filing for Q2 2023, filed 14 Jul 2023.