Capital Advisory Group Advisory Services’s Zoom ZM Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-1,021	Closed	-$120K	–	497
2022 Q1	$120K	Buy	+1,021	New	+$139K	0.06%	190
2021 Q4	–	Sell	-1,552	Closed	-$406K	–	533
2021 Q3	$406K	Buy	1,552 +173	+13%	+$58.3K	0.15%	128
2021 Q2	$534K	Buy	1,379 +79	+6%	+$26.3K	0.19%	112
2021 Q1	$418K	Buy	1,300 +493	+61%	+$181K	0.16%	125
2020 Q4	$272K	Sell	807 -452	-36%	-$202K	0.11%	138
2020 Q3	$592K	Buy	1,259 +34	+3%	+$10.9K	0.31%	77
2020 Q2	$311K	Buy	1,225 +1,116	+1,024%	+$201K	0.17%	94
2020 Q1	$16K	Buy	+109	New	+$10.8K	0.02%	193

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Capital Advisory Group Advisory Services's ZM Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Zoom (ZM) in Q2 2022, closing a stake of 1,021 shares — an estimated $120K sold.

Capital Advisory Group Advisory Services first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $592K in Q3 2020. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,021 Zoom shares in Q2 2022, an estimated $120K.
Capital Advisory Group Advisory Services first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
Capital Advisory Group Advisory Services's Zoom position peaked at $592K in Q3 2020.
754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.