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Blue Bell Private Wealth Management’s Zoom ZM Stock Holding History

Blue Bell Private Wealth Management’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
2022
Q1 		– Sell
-10
Closed -$2K – 945
2021
Q4 		$2K Buy
+10
New +$2.35K ﹤0.01% 727

Other funds holding ZM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blue Bell Private Wealth Management's ZM Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of Zoom (ZM) in Q1 2022, closing a stake of 10 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in ZM in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 10 Zoom shares in Q1 2022, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in Zoom in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Zoom position peaked at $2K in Q4 2021.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.