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Artemis Wealth Advisors’s Zoom ZM Stock Holding History

Artemis Wealth Advisors’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
Q2 		– Sell
-7,000
Closed -$2.25M – 89
2021
Q1 		$2.25M Hold
7,000
– – 0.35% 18
2020
Q4 		$2.36M Hold
7,000
– – 0.38% 15
2020
Q3 		$3.29M Buy
+7,000
New +$2.24M 0.8% 5

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Artemis Wealth Advisors's ZM Position: Q2 2021 in Review

Artemis Wealth Advisors sold out of Zoom (ZM) in Q2 2021, closing a stake of 7,000 shares — an estimated $2.25M sold.

Artemis Wealth Advisors first reported a position in ZM in Q3 2020 and held it in 3 quarters. The position peaked at $3.29M in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

  • Artemis Wealth Advisors reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
  • Artemis Wealth Advisors sold 7,000 Zoom shares in Q2 2021, an estimated $2.25M.
  • Artemis Wealth Advisors first reported a position in Zoom in Q3 2020 and held it in 3 quarters.
  • Artemis Wealth Advisors's Zoom position peaked at $3.29M in Q3 2020.
  • 943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Artemis Wealth Advisors's 13F filing for Q2 2021, filed 17 Feb 2023.