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Financial Architects, Inc

SEC CIK
0001416692
Latest filing
Aug 10, 2023

ZM holding history

Zoom Communications, Inc. in every 13F filed by Financial Architects, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZM overviewAll 13F holders of ZMFull Q2 2023 holdings

Shares (Q2 2023)
18,050
Value
$1.23M
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of ZM by Financial Architects, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202318,050$1.23M0.2%00.0%UnchangedHolders
Q1 202318,050$1.33M0.2%−95−0.5%ReducedHolders
Q4 202218,145$1.23M0.2%−2,004−9.9%ReducedHolders
Q3 202220,149$1.48M0.3%00.0%UnchangedHolders
Q2 202220,149$2.17M2.8%−31−0.2%ReducedHolders
Q1 202220,180$2.37M0.3%−39,107−66.0%ReducedHolders
Q4 202159,287$10.9M1.5%+13,745+30.2%AddedHolders
Q3 202145,542$11.9M1.7%+60+0.1%AddedHolders
Q2 202145,482$17.6M2.5%+110+0.2%AddedHolders
Q1 202145,372$14.6M2.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.