Alpha Family Trust’s Zoom ZM Stock Holding History

Alpha Family Trust’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 Q4	–	Sell	-34,700	Closed	-$9.07M	–	24
2021 Q3	$9.07M	Buy	34,700 +6,300	+22%	+$2.12M	2.94%	12
2021 Q2	$11M	Buy	28,400 +3,400	+14%	+$1.13M	3.46%	10
2021 Q1	$8.03M	Buy	25,000 +18,000	+257%	+$6.63M	3.72%	10
2020 Q4	$2.36M	Buy	+7,000	New	+$3.12M	1.47%	15

Other funds holding ZM

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

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

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

AIM

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

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

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

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

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

Alpha Family Trust's ZM Position: Q4 2021 in Review

Alpha Family Trust sold out of Zoom (ZM) in Q4 2021, closing a stake of 34,700 shares — an estimated $9.07M sold.

Alpha Family Trust first reported a position in ZM in Q4 2020 and held it in 4 quarters. The position peaked at $11M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Alpha Family Trust reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Alpha Family Trust sold 34,700 Zoom shares in Q4 2021, an estimated $9.07M.
Alpha Family Trust first reported a position in Zoom in Q4 2020 and held it in 4 quarters.
Alpha Family Trust's Zoom position peaked at $11M in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Alpha Family Trust's 13F filing for Q4 2021, filed 11 Feb 2022.