Capital Planning’s Zoom ZM Stock Holding History

Capital Planning’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	-880	Closed	-$230K	–	76
2021 Q3	$230K	Hold	880	–	–	0.09%	66
2021 Q2	$341K	Hold	880	–	–	0.14%	56
2021 Q1	$283K	Hold	880	–	–	0.12%	56
2020 Q4	$297K	Buy	+880	New	+$392K	0.14%	60

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 Planning's ZM Position: Q4 2021 in Review

Capital Planning sold out of Zoom (ZM) in Q4 2021, closing a stake of 880 shares — an estimated $230K sold.

Capital Planning first reported a position in ZM in Q4 2020 and held it in 4 quarters. The position peaked at $341K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Capital Planning reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Capital Planning sold 880 Zoom shares in Q4 2021, an estimated $230K.
Capital Planning first reported a position in Zoom in Q4 2020 and held it in 4 quarters.
Capital Planning's Zoom position peaked at $341K in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Capital Planning's 13F filing for Q4 2021, filed 31 Jan 2022.