Cahill Financial Advisors’s Zoom ZM Stock Holding History

Cahill Financial Advisors’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 Q4	–	Sell	-162	Closed	-$42K	–	815
2021 Q3	$42K	Buy	+162	New	+$54.6K	0.01%	358

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

AIM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Cahill Financial Advisors's ZM Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 162 shares — an estimated $42K sold.

Cahill Financial Advisors first reported a position in ZM in Q3 2021 and held it in 1 quarter. The position peaked at $42K in Q3 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Cahill Financial Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 162 Zoom shares in Q4 2021, an estimated $42K.
Cahill Financial Advisors first reported a position in Zoom in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Zoom position peaked at $42K in Q3 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.