Atlas Private Wealth Advisors’s Zoom ZM Stock Holding History

Atlas Private 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 Q4	–	Sell	-69	Closed	-$18K	–	727
2021 Q3	$18K	Hold	69	–	–	0.01%	371
2021 Q2	$27K	Sell	69 -9	-12%	-$3K	0.01%	310
2021 Q1	$25K	Buy	78 +12	+18%	+$4.42K	0.01%	334
2020 Q4	$22K	Buy	66 +30	+83%	+$13.4K	0.01%	326
2020 Q3	$17K	Hold	36	–	–	0.01%	335
2020 Q2	$9K	Buy	+36	New	+$6.48K	0.01%	431

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

Atlas Private Wealth Advisors's ZM Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 69 shares — an estimated $18K sold.

Atlas Private Wealth Advisors first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $27K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 69 Zoom shares in Q4 2021, an estimated $18K.
Atlas Private Wealth Advisors first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Zoom position peaked at $27K in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.