Centerpoint Advisors’s Zoom ZM Stock Holding History

Centerpoint Advisors’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	-25	Closed	-$7K	–	475
2021 Q3	$7K	Hold	25	–	–	﹤0.01%	219
2021 Q2	$10K	Hold	25	–	–	﹤0.01%	205
2021 Q1	$8K	Hold	25	–	–	﹤0.01%	186
2020 Q4	$8K	Buy	+25	New	+$11.1K	0.01%	183

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

Centerpoint Advisors's ZM Position: Q4 2021 in Review

Centerpoint Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 25 shares — an estimated $7K sold.

Centerpoint Advisors first reported a position in ZM in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Centerpoint Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Centerpoint Advisors sold 25 Zoom shares in Q4 2021, an estimated $7K.
Centerpoint Advisors first reported a position in Zoom in Q4 2020 and held it in 4 quarters.
Centerpoint Advisors's Zoom position peaked at $10K in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Centerpoint Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.