BCA
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Berman Capital Advisors’s Zoom ZM Stock Holding History

Berman Capital 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 		$141K Sell
541
-194
-26% -$65.4K 0.02% 350
2021
Q2 		$284K Buy
735
+530
+259% +$177K 0.05% 185
2021
Q1 		$65K Sell
205
-24
-10% -$8.83K 0.01% 399
2020
Q4 		$76K Buy
229
+28
+14% +$12.5K 0.02% 309
2020
Q3 		$94K Buy
201
+148
+279% +$47.3K 0.03% 236
2020
Q2 		$13K Buy
+53
New +$9.54K ﹤0.01% 679

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

Berman Capital Advisors's ZM Position: Q3 2021 in Review

Berman Capital Advisors reduced its Zoom (ZM) stake by 26% in Q3 2021, selling an estimated $65.4K and leaving 541 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #350.

Berman Capital Advisors first reported a position in ZM in Q2 2020 and has held it in 6 quarters since. The position peaked at $284K in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Berman Capital Advisors held 541 shares of Zoom worth $141K as of Q3 2021.
  • Berman Capital Advisors sold 194 Zoom shares in Q3 2021, an estimated $65.4K.
  • Zoom made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #350 holding.
  • Berman Capital Advisors first reported a position in Zoom in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Zoom position peaked at $284K in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.