CWM
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Cordatus Wealth Management’s Zoom ZM Stock Holding History

Cordatus Wealth 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
Q1 		$1.31M Buy
+4,067
New +$1.5M 0.5% 82
2020
Q4 		– Sell
-550
Closed -$259K – 161
2020
Q3 		$259K Buy
+550
New +$176K 0.12% 126
2020
Q2 		– Sell
-11,095
Closed -$1.62M – 125
2020
Q1 		$1.62M Buy
+11,095
New +$1.09M 1.17% 27

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cordatus Wealth Management's ZM Position: Q1 2021 in Review

Cordatus Wealth Management opened a new position in Zoom (ZM) in Q1 2021: 4,067 shares worth $1.31M. The stake represents 0.5% of the portfolio and ranks #82 among its holdings. This is a return to the name: Cordatus Wealth Management previously reported a position in ZM as recently as Q3 2020.

Cordatus Wealth Management first reported a position in ZM in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.62M in Q1 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

  • Cordatus Wealth Management held 4,067 shares of Zoom worth $1.31M as of Q1 2021.
  • Zoom was a new Cordatus Wealth Management position in Q1 2021.
  • Zoom made up 0.5% of Cordatus Wealth Management's portfolio in Q1 2021, its #82 holding.
  • Cordatus Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 3 quarters since.
  • Cordatus Wealth Management's Zoom position peaked at $1.62M in Q1 2020.
  • 930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.