Beaumont Asset Management’s Zoom ZM Stock Holding History

Beaumont Asset Management’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	-1,072	Closed	-$344K	–	74
2021 Q1	$344K	Buy	1,072 +69	+7%	+$25.4K	0.29%	48
2020 Q4	$338K	Buy	1,003 +24	+2%	+$10.7K	0.3%	45
2020 Q3	$460K	Sell	979 -382	-28%	-$122K	0.46%	38
2020 Q2	$345K	Buy	+1,361	New	+$245K	0.36%	41

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

Beaumont Asset Management's ZM Position: Q2 2021 in Review

Beaumont Asset Management sold out of Zoom (ZM) in Q2 2021, closing a stake of 1,072 shares — an estimated $344K sold.

Beaumont Asset Management first reported a position in ZM in Q2 2020 and held it in 4 quarters. The position peaked at $460K in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

Beaumont Asset Management reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
Beaumont Asset Management sold 1,072 Zoom shares in Q2 2021, an estimated $344K.
Beaumont Asset Management first reported a position in Zoom in Q2 2020 and held it in 4 quarters.
Beaumont Asset Management's Zoom position peaked at $460K in Q3 2020.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Beaumont Asset Management's 13F filing for Q2 2021, filed 12 Aug 2021.