Benedetti & Gucer’s Zoom ZM Stock Holding History

Benedetti & Gucer’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	-1,439	Closed	-$376K	–	100
2021 Q3	$376K	Sell	1,439 -12	-0.8%	-$4.05K	0.29%	52
2021 Q2	$562K	Sell	1,451 -876	-38%	-$292K	0.5%	32
2021 Q1	$747K	Buy	+2,327	New	+$856K	0.69%	28

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Benedetti & Gucer's ZM Position: Q4 2021 in Review

Benedetti & Gucer sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,439 shares — an estimated $376K sold.

Benedetti & Gucer first reported a position in ZM in Q1 2021 and held it in 3 quarters. The position peaked at $747K in Q1 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Benedetti & Gucer reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Benedetti & Gucer sold 1,439 Zoom shares in Q4 2021, an estimated $376K.
Benedetti & Gucer first reported a position in Zoom in Q1 2021 and held it in 3 quarters.
Benedetti & Gucer's Zoom position peaked at $747K in Q1 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Benedetti & Gucer's 13F filing for Q4 2021, filed 20 Jan 2022.