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WMS Partners’s Zoom ZM Stock Holding History

WMS 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
-3,711
Closed -$252K – 290
2023
Q2 		$252K Buy
+3,711
New +$248K 0.02% 244
2021
Q3 		– Sell
-643
Closed -$249K – 298
2021
Q2 		$249K Buy
+643
New +$214K 0.04% 223
2021
Q1 		– Sell
-638
Closed -$215K – 265
2020
Q4 		$215K Buy
638
+10
+2% +$4.46K 0.04% 226
2020
Q3 		$295K Buy
+628
New +$201K 0.06% 176

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

WMS Partners's ZM Position: Q3 2023 in Review

WMS Partners sold out of Zoom (ZM) in Q3 2023, closing a stake of 3,711 shares — an estimated $252K sold.

WMS Partners first reported a position in ZM in Q3 2020 and held it in 4 quarters. The position peaked at $295K in Q3 2020. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

  • WMS Partners reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
  • WMS Partners sold 3,711 Zoom shares in Q3 2023, an estimated $252K.
  • WMS Partners first reported a position in Zoom in Q3 2020 and held it in 4 quarters.
  • WMS Partners's Zoom position peaked at $295K in Q3 2020.
  • 644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on WMS Partners's 13F filing for Q3 2023, filed 9 Nov 2023.