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Bel Air Investment Advisors’s Zoom ZM Stock Holding History

Bel Air Investment 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
Q2 		$733K Buy
1,895
+824
+77% +$274K 0.02% 211
2021
Q1 		$344K Buy
+1,071
New +$394K 0.01% 308

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
Tiger Global Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bel Air Investment Advisors's ZM Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Zoom (ZM) stake by 77% in Q2 2021, buying an estimated $274K and bringing the position to 1,895 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #211.

Bel Air Investment Advisors first reported a position in ZM in Q1 2021 and has held it in 2 quarters since. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

  • Bel Air Investment Advisors held 1,895 shares of Zoom worth $733K as of Q2 2021.
  • Bel Air Investment Advisors bought 824 Zoom shares in Q2 2021, an estimated $274K.
  • Zoom made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #211 holding.
  • Bel Air Investment Advisors first reported a position in Zoom in Q1 2021 and has held it in 2 quarters since.
  • 943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.