Clear Creek Financial Management’s Zoom ZM Stock Holding History

Clear Creek Financial Management’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	-603	Closed	-$233K	–	374
2021 Q2	$233K	Buy	+603	New	+$201K	0.04%	269
2021 Q1	–	Sell	-757	Closed	-$255K	–	282
2020 Q4	$255K	Buy	+757	New	+$337K	0.05%	254

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Clear Creek Financial Management's ZM Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Zoom (ZM) in Q3 2021, closing a stake of 603 shares — an estimated $233K sold.

Clear Creek Financial Management first reported a position in ZM in Q4 2020 and held it in 2 quarters. The position peaked at $255K in Q4 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Clear Creek Financial Management reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Clear Creek Financial Management sold 603 Zoom shares in Q3 2021, an estimated $233K.
Clear Creek Financial Management first reported a position in Zoom in Q4 2020 and held it in 2 quarters.
Clear Creek Financial Management's Zoom position peaked at $255K in Q4 2020.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.