Colony Family Offices’s Zoom ZM Stock Holding History

Colony Family Offices’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 Q2	–	Sell	-1,490	Closed	-$479K	–	55
2021 Q1	$479K	Buy	+1,490	New	+$548K	0.38%	28

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Colony Family Offices's ZM Position: Q2 2021 in Review

Colony Family Offices sold out of Zoom (ZM) in Q2 2021, closing a stake of 1,490 shares — an estimated $479K sold.

Colony Family Offices first reported a position in ZM in Q1 2021 and held it in 1 quarter. The position peaked at $479K in Q1 2021. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

Colony Family Offices reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
Colony Family Offices sold 1,490 Zoom shares in Q2 2021, an estimated $479K.
Colony Family Offices first reported a position in Zoom in Q1 2021 and held it in 1 quarter.
Colony Family Offices's Zoom position peaked at $479K in Q1 2021.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Colony Family Offices's 13F filing for Q2 2021, filed 26 Jul 2021.