AFG
ZM icon

Albion Financial Group’s Zoom ZM Stock Holding History

Albion Financial Group’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
-102
Closed -$39K – 552
2021
Q2 		$39K Buy
+102
New +$34K ﹤0.01% 277
2020
Q4 		– Sell
-1,100
Closed -$517K – 506
2020
Q3 		$517K Hold
1,100
– – 0.06% 150
2020
Q2 		$279K Buy
+1,100
New +$198K 0.03% 175

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Albion Financial Group's ZM Position: Q3 2021 in Review

Albion Financial Group sold out of Zoom (ZM) in Q3 2021, closing a stake of 102 shares — an estimated $39K sold.

Albion Financial Group first reported a position in ZM in Q2 2020 and held it in 3 quarters. The position peaked at $517K in Q3 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Albion Financial Group reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Albion Financial Group sold 102 Zoom shares in Q3 2021, an estimated $39K.
  • Albion Financial Group first reported a position in Zoom in Q2 2020 and held it in 3 quarters.
  • Albion Financial Group's Zoom position peaked at $517K in Q3 2020.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Albion Financial Group's 13F filing for Q3 2021, filed 19 Oct 2021.