AWM
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Apollon Wealth Management’s Zoom ZM Stock Holding History

Apollon 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
-601
Closed -$233K – 492
2021
Q2 		$233K Sell
601
-46
-7% -$15.3K 0.04% 328
2021
Q1 		$208K Buy
+647
New +$238K 0.04% 323
2020
Q4 		– Sell
-486
Closed -$228K – 259
2020
Q3 		$228K Buy
486
+30
+7% +$9.59K 0.1% 137
2020
Q2 		$116K Buy
+456
New +$82K 0.06% 160

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

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

Apollon Wealth Management sold out of Zoom (ZM) in Q3 2021, closing a stake of 601 shares — an estimated $233K sold.

Apollon Wealth Management first reported a position in ZM in Q2 2020 and held it in 4 quarters. The position peaked at $233K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Apollon Wealth Management reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Apollon Wealth Management sold 601 Zoom shares in Q3 2021, an estimated $233K.
  • Apollon Wealth Management first reported a position in Zoom in Q2 2020 and held it in 4 quarters.
  • Apollon Wealth Management's Zoom position peaked at $233K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Apollon Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.