Bernardo Wealth Planning’s Zoom ZM Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-653	Closed	-$220K	–	172
2020 Q4	$220K	Buy	+653	New	+$291K	0.08%	157

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

AIM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bernardo Wealth Planning's ZM Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Zoom (ZM) in Q1 2021, closing a stake of 653 shares — an estimated $220K sold.

Bernardo Wealth Planning first reported a position in ZM in Q4 2020 and held it in 1 quarter. The position peaked at $220K in Q4 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

Bernardo Wealth Planning reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 653 Zoom shares in Q1 2021, an estimated $220K.
Bernardo Wealth Planning first reported a position in Zoom in Q4 2020 and held it in 1 quarter.
Bernardo Wealth Planning's Zoom position peaked at $220K in Q4 2020.
930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.