Wealth Quarterback’s Zoom ZM Stock Holding History

Wealth Quarterback’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	-3,297	Closed	-$224K	–	129
2023 Q2	$224K	Buy	+3,297	New	+$220K	0.16%	101
2022 Q3	–	Sell	-1,917	Closed	-$207K	–	118
2022 Q2	$207K	Buy	+1,917	New	+$202K	0.16%	108
2021 Q3	$79K	Sell	300 -190	-39%	-$64.1K	0.05%	181
2021 Q2	$190K	Buy	+490	New	+$163K	0.12%	115
2020 Q4	$418K	Sell	1,241 -1,845	-60%	-$823K	0.35%	68
2020 Q3	$782K	Hold	3,086	–	–	0.72%	41
2020 Q2	$782K	Buy	3,086 +1,901	+160%	+$342K	0.72%	41
2020 Q1	$241K	Buy	+1,185	New	+$117K	0.22%	89

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

Wealth Quarterback's ZM Position: Q3 2023 in Review

Wealth Quarterback sold out of Zoom (ZM) in Q3 2023, closing a stake of 3,297 shares — an estimated $224K sold.

Wealth Quarterback first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $782K in Q3 2020. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

Wealth Quarterback reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
Wealth Quarterback sold 3,297 Zoom shares in Q3 2023, an estimated $224K.
Wealth Quarterback first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
Wealth Quarterback's Zoom position peaked at $782K in Q3 2020.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Wealth Quarterback's 13F filing for Q3 2023, filed 13 Nov 2023.