Aurora Private Wealth’s Zoom ZM Stock Holding History

Aurora Private Wealth’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	-655	Closed	-$210K	–	238
2021 Q1	$210K	Sell	655 -9	-1%	-$3.31K	0.09%	189
2020 Q4	$224K	Buy	664 +9	+1%	+$4.01K	0.09%	188
2020 Q3	$308K	Buy	+655	New	+$209K	0.13%	141

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aurora Private Wealth's ZM Position: Q2 2021 in Review

Aurora Private Wealth sold out of Zoom (ZM) in Q2 2021, closing a stake of 655 shares — an estimated $210K sold.

Aurora Private Wealth first reported a position in ZM in Q3 2020 and held it in 3 quarters. The position peaked at $308K in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

Aurora Private Wealth reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
Aurora Private Wealth sold 655 Zoom shares in Q2 2021, an estimated $210K.
Aurora Private Wealth first reported a position in Zoom in Q3 2020 and held it in 3 quarters.
Aurora Private Wealth's Zoom position peaked at $308K in Q3 2020.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Aurora Private Wealth's 13F filing for Q2 2021, filed 13 Jul 2021.