Carroll Financial Associates’s Zoom ZM Stock Holding History

Carroll Financial 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 Q4	$179K	Sell	955 -9	-0.9%	-$2.12K	0.01%	407
2021 Q3	$252K	Sell	964 -286	-23%	-$96.4K	0.01%	354
2021 Q2	$483K	Buy	1,250 +275	+28%	+$91.6K	0.03%	261
2021 Q1	$313K	Buy	975 +20	+2%	+$7.36K	0.02%	312
2020 Q4	$322K	Sell	955 -154	-14%	-$68.7K	0.02%	289
2020 Q3	$521K	Sell	1,109 -500	-31%	-$160K	0.04%	214
2020 Q2	$407K	Sell	1,609 -2,760	-63%	-$497K	0.03%	247
2020 Q1	$638K	Buy	4,369 +4,334	+12,383%	+$428K	0.06%	173
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	1400
2019 Q3	$2K	Buy	+35	New	+$3.15K	﹤0.01%	1363

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Carroll Financial Associates's ZM Position: Q4 2021 in Review

Carroll Financial Associates reduced its Zoom (ZM) stake by 0.93% in Q4 2021, selling an estimated $2.12K and leaving 955 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #407.

Carroll Financial Associates first reported a position in ZM in Q3 2019 and has held it in 10 quarters since. The position peaked at $638K in Q1 2020. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Carroll Financial Associates held 955 shares of Zoom worth $179K as of Q4 2021.
Carroll Financial Associates sold 9 Zoom shares in Q4 2021, an estimated $2.12K.
Zoom made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #407 holding.
Carroll Financial Associates first reported a position in Zoom in Q3 2019 and has held it in 10 quarters since.
Carroll Financial Associates's Zoom position peaked at $638K in Q1 2020.
815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.