1776 Wealth’s Zoom ZM Stock Holding History

1776 Wealth’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	-6,000	Closed	-$1.4M	–	123
2020 Q4	$1.4M	Buy	+6,000	New	+$2.67M	0.88%	24

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1776 Wealth's ZM Position: Q1 2022 in Review

1776 Wealth sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,400 shares — an estimated $257K sold.

1776 Wealth first reported a position in ZM in Q4 2019 and held it in 9 quarters. The position peaked at $1.15M in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

1776 Wealth reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
1776 Wealth sold 1,400 Zoom shares in Q1 2022, an estimated $257K.
1776 Wealth first reported a position in Zoom in Q4 2019 and held it in 9 quarters.
1776 Wealth's Zoom position peaked at $1.15M in Q2 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on 1776 Wealth's 13F filing for Q1 2022, filed 16 May 2022.