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
2021 Q1	–	Sell	-200	Closed	-$16K	–	354
2020 Q4	$16K	Buy	+200	New	+$89.2K	﹤0.01%	333

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

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.