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Buckingham Strategic Wealth’s Zoom ZM Stock Holding History

Buckingham Strategic Wealth’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
-521
Closed -$202K – 619
2021
Q2 		$202K Buy
+521
New +$174K ﹤0.01% 566
2021
Q1 		– Sell
-748
Closed -$252K – 574
2020
Q4 		$252K Buy
748
+162
+28% +$72.2K 0.01% 455
2020
Q3 		$275K Buy
+586
New +$187K 0.02% 390
2020
Q2 		– Sell
-3,202
Closed -$468K – 487
2020
Q1 		$468K Buy
+3,202
New +$316K 0.05% 262

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Buckingham Strategic Wealth's ZM Position: Q3 2021 in Review

Buckingham Strategic Wealth sold out of Zoom (ZM) in Q3 2021, closing a stake of 521 shares — an estimated $202K sold.

Buckingham Strategic Wealth first reported a position in ZM in Q1 2020 and held it in 4 quarters. The position peaked at $468K in Q1 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Buckingham Strategic Wealth reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 521 Zoom shares in Q3 2021, an estimated $202K.
  • Buckingham Strategic Wealth first reported a position in Zoom in Q1 2020 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Zoom position peaked at $468K in Q1 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2021, filed 10 Nov 2021.