CIAS
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Capital Investment Advisory Services’s Zoom ZM Stock Holding History

Capital Investment 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
Q3 		– Sell
-599
Closed -$232K – 818
2021
Q2 		$232K Sell
599
-140
-19% -$46.6K 0.03% 423
2021
Q1 		$237K Buy
739
+76
+11% +$28K 0.03% 382
2020
Q4 		$224K Buy
+663
New +$296K 0.03% 394
2019
Q4 		– Sell
-50
Closed -$4K – 1276
2019
Q3 		$4K Hold
50
– – ﹤0.01% 1184
2019
Q2 		$5K Buy
+50
New +$4.11K ﹤0.01% 1149

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Investment Advisory Services's ZM Position: Q3 2021 in Review

Capital Investment Advisory Services sold out of Zoom (ZM) in Q3 2021, closing a stake of 599 shares — an estimated $232K sold.

Capital Investment Advisory Services first reported a position in ZM in Q2 2019 and held it in 5 quarters. The position peaked at $237K in Q1 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Capital Investment Advisory Services reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 599 Zoom shares in Q3 2021, an estimated $232K.
  • Capital Investment Advisory Services first reported a position in Zoom in Q2 2019 and held it in 5 quarters.
  • Capital Investment Advisory Services's Zoom position peaked at $237K in Q1 2021.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Capital Investment Advisory Services's 13F filing for Q3 2021, filed 28 Oct 2021.