9258 Wealth Management’s Zoom ZM Stock Holding History

9258 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
2021 Q3	–	Sell	-617	Closed	-$239K	–	357
2021 Q2	$239K	Buy	+617	New	+$205K	0.06%	301
2020 Q4	–	Sell	-569	Closed	-$262K	–	320
2020 Q3	$262K	Buy	+569	New	+$182K	0.1%	221

Other funds holding ZM

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

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

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

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

AIM

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

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

9258 Wealth Management's ZM Position: Q3 2021 in Review

9258 Wealth Management sold out of Zoom (ZM) in Q3 2021, closing a stake of 617 shares — an estimated $239K sold.

9258 Wealth Management first reported a position in ZM in Q3 2020 and held it in 2 quarters. The position peaked at $262K in Q3 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

9258 Wealth Management reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
9258 Wealth Management sold 617 Zoom shares in Q3 2021, an estimated $239K.
9258 Wealth Management first reported a position in Zoom in Q3 2020 and held it in 2 quarters.
9258 Wealth Management's Zoom position peaked at $262K in Q3 2020.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on 9258 Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.