WWM
ZM icon

Western Wealth Management’s Zoom ZM Stock Holding History

Western Wealth Management’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
Q3 		– Sell
-1,974
Closed -$216K – 855
2022
Q2 		$216K Sell
1,974
-326
-14% -$34.4K 0.01% 715
2022
Q1 		$270K Buy
2,300
+1,202
+109% +$163K 0.01% 706
2021
Q4 		$206K Buy
+1,098
New +$258K 0.02% 576
2021
Q2 		$370K Sell
951
-177
-16% -$58.9K 0.04% 432
2021
Q1 		$362K Buy
1,128
+61
+6% +$22.5K 0.05% 363
2020
Q4 		$360K Sell
1,067
-46
-4% -$20.5K 0.05% 317
2020
Q3 		$523K Buy
1,113
+263
+31% +$84.1K 0.09% 229
2020
Q2 		$215K Sell
850
-578
-40% -$104K 0.04% 378
2020
Q1 		$201K Buy
+1,428
New +$141K 0.05% 343

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Western Wealth Management's ZM Position: Q3 2022 in Review

Western Wealth Management sold out of Zoom (ZM) in Q3 2022, closing a stake of 1,974 shares — an estimated $216K sold.

Western Wealth Management first reported a position in ZM in Q1 2020 and held it in 9 quarters. The position peaked at $523K in Q3 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Western Wealth Management reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 1,974 Zoom shares in Q3 2022, an estimated $216K.
  • Western Wealth Management first reported a position in Zoom in Q1 2020 and held it in 9 quarters.
  • Western Wealth Management's Zoom position peaked at $523K in Q3 2020.
  • 663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.