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Benchmark Financial Wealth Advisors’s Zoom ZM Stock Holding History

Benchmark Financial Wealth 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
Q3 		– Sell
-703
Closed -$272K – 72
2021
Q2 		$272K Hold
703
– – 0.13% 49
2021
Q1 		$226K Sell
703
-56
-7% -$20.6K 0.12% 52
2020
Q4 		$256K Hold
759
– – 0.14% 54
2020
Q3 		$357K Buy
+759
New +$243K 0.23% 38

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

Benchmark Financial Wealth Advisors's ZM Position: Q3 2021 in Review

Benchmark Financial Wealth Advisors sold out of Zoom (ZM) in Q3 2021, closing a stake of 703 shares — an estimated $272K sold.

Benchmark Financial Wealth Advisors first reported a position in ZM in Q3 2020 and held it in 4 quarters. The position peaked at $357K in Q3 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Benchmark Financial Wealth Advisors reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 703 Zoom shares in Q3 2021, an estimated $272K.
  • Benchmark Financial Wealth Advisors first reported a position in Zoom in Q3 2020 and held it in 4 quarters.
  • Benchmark Financial Wealth Advisors's Zoom position peaked at $357K in Q3 2020.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.