Calton & Associates’s Zoom ZM Stock Holding History

Calton & Associates’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 Q1	–	Sell	-767	Closed	-$259K	–	435
2020 Q4	$259K	Buy	767 +210	+38%	+$93.6K	0.05%	296
2020 Q3	$262K	Sell	557 -426	-43%	-$136K	0.05%	258
2020 Q2	$249K	Buy	+983	New	+$177K	0.05%	257

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

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 New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calton & Associates's ZM Position: Q1 2021 in Review

Calton & Associates sold out of Zoom (ZM) in Q1 2021, closing a stake of 767 shares — an estimated $259K sold.

Calton & Associates first reported a position in ZM in Q2 2020 and held it in 3 quarters. The position peaked at $262K in Q3 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

Calton & Associates reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
Calton & Associates sold 767 Zoom shares in Q1 2021, an estimated $259K.
Calton & Associates first reported a position in Zoom in Q2 2020 and held it in 3 quarters.
Calton & Associates's Zoom position peaked at $262K in Q3 2020.
930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on Calton & Associates's 13F filing for Q1 2021, filed 3 May 2021.