BCPWM
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Bradley & Co Private Wealth Management’s Zoom ZM Stock Holding History

Bradley & Co 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
2021
Q3 		– Sell
-30
Closed -$12K – 171
2021
Q2 		$12K Hold
30
– – 0.01% 136
2021
Q1 		$10K Buy
+30
New +$11K 0.01% 143

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

Bradley & Co Private Wealth Management's ZM Position: Q3 2021 in Review

Bradley & Co Private Wealth Management sold out of Zoom (ZM) in Q3 2021, closing a stake of 30 shares — an estimated $12K sold.

Bradley & Co Private Wealth Management first reported a position in ZM in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Bradley & Co Private Wealth Management reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 30 Zoom shares in Q3 2021, an estimated $12K.
  • Bradley & Co Private Wealth Management first reported a position in Zoom in Q1 2021 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's Zoom position peaked at $12K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.