Aviance Capital Partners’s Zoom ZM Stock Holding History

Aviance Capital Partners’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	-3,000	Closed	-$785K	–	265
2021 Q3	$785K	Hold	3,000	–	–	0.14%	159
2021 Q2	$1.16M	Sell	3,000 -7,000	-70%	-$2.33M	0.2%	129
2021 Q1	$3.21M	Buy	10,000 +7,000	+233%	+$2.58M	0.62%	45
2020 Q4	$1.01M	Sell	3,000 -7,000	-70%	-$3.12M	0.2%	128
2020 Q3	$4.7M	Sell	10,000 -6,000	-38%	-$1.92M	1.06%	19
2020 Q2	$4.06M	Buy	+16,000	New	+$2.88M	1%	20

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

Aviance Capital Partners's ZM Position: Q4 2021 in Review

Aviance Capital Partners sold out of Zoom (ZM) in Q4 2021, closing a stake of 3,000 shares — an estimated $785K sold.

Aviance Capital Partners first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $4.7M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Aviance Capital Partners reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Aviance Capital Partners sold 3,000 Zoom shares in Q4 2021, an estimated $785K.
Aviance Capital Partners first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Aviance Capital Partners's Zoom position peaked at $4.7M in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Aviance Capital Partners's 13F filing for Q4 2021, filed 7 Feb 2022.