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Baron Silver Stevens Financial Advisors’s Zoom ZM Stock Holding History

Baron Silver Stevens Financial 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
Q1 		– Sell
-118
Closed -$39K – 509
2020
Q4 		$39K Buy
+118
New +$52.6K 0.01% 152

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
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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's ZM Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Zoom (ZM) in Q1 2021, closing a stake of 118 shares — an estimated $39K sold.

Baron Silver Stevens Financial Advisors first reported a position in ZM in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 118 Zoom shares in Q1 2021, an estimated $39K.
  • Baron Silver Stevens Financial Advisors first reported a position in Zoom in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Zoom position peaked at $39K in Q4 2020.
  • 930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.