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Balasa Dinverno & Foltz’s Zoom ZM Stock Holding History

Balasa Dinverno & Foltz’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
-783
Closed -$205K – 356
2021
Q3 		$205K Sell
783
-299
-28% -$101K 0.01% 321
2021
Q2 		$419K Sell
1,082
-670
-38% -$223K 0.03% 209
2021
Q1 		$563K Sell
1,752
-166
-9% -$61.1K 0.05% 170
2020
Q4 		$647K Buy
1,918
+24
+1% +$10.7K 0.05% 146
2020
Q3 		$890K Buy
+1,894
New +$606K 0.08% 105

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Balasa Dinverno & Foltz's ZM Position: Q4 2021 in Review

Balasa Dinverno & Foltz sold out of Zoom (ZM) in Q4 2021, closing a stake of 783 shares — an estimated $205K sold.

Balasa Dinverno & Foltz first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $890K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Balasa Dinverno & Foltz reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 783 Zoom shares in Q4 2021, an estimated $205K.
  • Balasa Dinverno & Foltz first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Balasa Dinverno & Foltz's Zoom position peaked at $890K in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2021, filed 26 Jan 2022.