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WealthPLAN Partners’s Zoom ZM Stock Holding History

WealthPLAN 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
Q3 		– Sell
-343
Closed -$23.3K – 1217
2023
Q2 		$23.3K Buy
+343
New +$22.9K ﹤0.01% 647
2023
Q1 		– Sell
-4,859
Closed -$379K – 1334
2022
Q4 		$379K Buy
+4,859
New +$369K 0.03% 286
2022
Q1 		$452K Buy
+4,542
New +$618K 0.03% 264
2021
Q1 		– Sell
-1,147
Closed -$447K – 355
2020
Q4 		$447K Sell
1,147
-234
-17% -$104K 0.04% 230
2020
Q3 		$592K Sell
1,381
-100
-7% -$32K 0.06% 176
2020
Q2 		$366K Sell
1,481
-586
-28% -$105K 0.04% 214
2020
Q1 		$347K Buy
+2,067
New +$204K 0.05% 185

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's ZM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Zoom (ZM) in Q3 2023, closing a stake of 343 shares — an estimated $23.3K sold.

WealthPLAN Partners first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $592K in Q3 2020. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 343 Zoom shares in Q3 2023, an estimated $23.3K.
  • WealthPLAN Partners first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • WealthPLAN Partners's Zoom position peaked at $592K in Q3 2020.
  • 644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.