Cascadia Advisory Services’s Zoom ZM Stock Holding History

Cascadia 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	-633	Closed	-$245K	–	259
2021 Q2	$245K	Hold	633	–	–	0.05%	219
2021 Q1	$203K	Buy	+633	New	+$233K	0.05%	221

Other funds holding ZM

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

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

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

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

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

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

Cascadia Advisory Services's ZM Position: Q3 2021 in Review

Cascadia Advisory Services sold out of Zoom (ZM) in Q3 2021, closing a stake of 633 shares — an estimated $245K sold.

Cascadia Advisory Services first reported a position in ZM in Q1 2021 and held it in 2 quarters. The position peaked at $245K in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Cascadia Advisory Services reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Cascadia Advisory Services sold 633 Zoom shares in Q3 2021, an estimated $245K.
Cascadia Advisory Services first reported a position in Zoom in Q1 2021 and held it in 2 quarters.
Cascadia Advisory Services's Zoom position peaked at $245K in Q2 2021.
873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.