Capital Asset Advisory Services’s Zoom ZM Stock Holding History

Capital Asset 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
2021 Q4	–	Sell	-868	Closed	-$227K	–	727
2021 Q3	$227K	Buy	868 +164	+23%	+$55.3K	0.03%	394
2021 Q2	$272K	Sell	704 -10	-1%	-$3.33K	0.03%	376
2021 Q1	$229K	Buy	714 +24	+3%	+$8.83K	0.03%	393
2020 Q4	$233K	Buy	690 +167	+32%	+$74.5K	0.04%	315
2020 Q3	$246K	Buy	+523	New	+$167K	0.05%	271

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

Capital Asset Advisory Services's ZM Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Zoom (ZM) in Q4 2021, closing a stake of 868 shares — an estimated $227K sold.

Capital Asset Advisory Services first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $272K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Capital Asset Advisory Services reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 868 Zoom shares in Q4 2021, an estimated $227K.
Capital Asset Advisory Services first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
Capital Asset Advisory Services's Zoom position peaked at $272K in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.