Clear Perspective Advisors’s Zoom ZM Stock Holding History

Clear Perspective 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 Q3	–	Sell	-620	Closed	-$240K	–	176
2021 Q2	$240K	Buy	+620	New	+$206K	0.08%	150
2021 Q1	–	Sell	-620	Closed	-$209K	–	165
2020 Q4	$209K	Sell	620 -189	-23%	-$84.3K	0.09%	139
2020 Q3	$3.23K	Buy	+809	New	+$259K	1.52%	12

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 Perspective Advisors's ZM Position: Q3 2021 in Review

Clear Perspective Advisors sold out of Zoom (ZM) in Q3 2021, closing a stake of 620 shares — an estimated $240K sold.

Clear Perspective Advisors first reported a position in ZM in Q3 2020 and held it in 3 quarters. The position peaked at $240K in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Clear Perspective Advisors reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Clear Perspective Advisors sold 620 Zoom shares in Q3 2021, an estimated $240K.
Clear Perspective Advisors first reported a position in Zoom in Q3 2020 and held it in 3 quarters.
Clear Perspective Advisors's Zoom position peaked at $240K in Q2 2021.
873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Clear Perspective Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.