Wagner Wealth Management (South Carolina)’s Zoom ZM Stock Holding History

Wagner Wealth Management (South Carolina)’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	-375	Closed	-$28K	–	706
2022 Q3	$28K	Buy	375 +75	+25%	+$7.14K	0.02%	266
2022 Q2	$32K	Buy	+300	New	+$31.6K	0.03%	264
2022 Q1	–	Sell	-300	Closed	-$55K	–	668
2021 Q4	$55K	Sell	300 -30	-9%	-$7.05K	0.04%	240
2021 Q3	$91K	Hold	330	–	–	0.07%	176
2021 Q2	$128K	Hold	330	–	–	0.09%	159
2021 Q1	$106K	Buy	+330	New	+$121K	0.08%	165

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

Wagner Wealth Management (South Carolina)'s ZM Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Zoom (ZM) in Q4 2022, closing a stake of 375 shares — an estimated $28K sold.

Wagner Wealth Management (South Carolina) first reported a position in ZM in Q1 2021 and held it in 6 quarters. The position peaked at $128K in Q2 2021. 652 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 375 Zoom shares in Q4 2022, an estimated $28K.
Wagner Wealth Management (South Carolina) first reported a position in Zoom in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Zoom position peaked at $128K in Q2 2021.
652 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.