AWE
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Avidian Wealth Enterprises’s Zoom ZM Stock Holding History

Avidian Wealth Enterprises’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
-1,415
Closed -$548K – 427
2021
Q2 		$548K Sell
1,415
-188
-12% -$62.6K 0.04% 204
2021
Q1 		$515K Buy
1,603
+150
+10% +$55.2K 0.04% 206
2020
Q4 		$490K Buy
+1,453
New +$648K 0.05% 190

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

Avidian Wealth Enterprises's ZM Position: Q3 2021 in Review

Avidian Wealth Enterprises sold out of Zoom (ZM) in Q3 2021, closing a stake of 1,415 shares — an estimated $548K sold.

Avidian Wealth Enterprises first reported a position in ZM in Q4 2020 and held it in 3 quarters. The position peaked at $548K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Avidian Wealth Enterprises reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,415 Zoom shares in Q3 2021, an estimated $548K.
  • Avidian Wealth Enterprises first reported a position in Zoom in Q4 2020 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Zoom position peaked at $548K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2021, filed 10 Nov 2021.