BO
ZM icon

BRR OpCo’s Zoom ZM Stock Holding History

BRR OpCo’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
-1,147
Closed -$211K – 231
2021
Q4 		$211K Sell
1,147
-593
-34% -$139K 0.02% 200
2021
Q3 		$455K Buy
1,740
+40
+2% +$13.5K 0.05% 143
2021
Q2 		$658K Sell
1,700
-75
-4% -$25K 0.07% 124
2021
Q1 		$570K Buy
+1,775
New +$653K 0.07% 119
2020
Q3 		– Sell
-1,300
Closed -$330K – 190
2020
Q2 		$330K Buy
+1,300
New +$234K 0.06% 130

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

BRR OpCo's ZM Position: Q1 2022 in Review

BRR OpCo sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,147 shares — an estimated $211K sold.

BRR OpCo first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $658K in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • BRR OpCo reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • BRR OpCo sold 1,147 Zoom shares in Q1 2022, an estimated $211K.
  • BRR OpCo first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
  • BRR OpCo's Zoom position peaked at $658K in Q2 2021.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on BRR OpCo's 13F filing for Q1 2022, filed 5 May 2022.