Cornerstone Advisory’s Zoom ZM Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-239	Closed	-$44K	–	814
2021 Q4	$44K	Buy	+239	New	+$56.2K	0.01%	436

Other funds holding ZM

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

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

AIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Cornerstone Advisory's ZM Position: Q1 2022 in Review

Cornerstone Advisory sold out of Zoom (ZM) in Q1 2022, closing a stake of 239 shares — an estimated $44K sold.

Cornerstone Advisory first reported a position in ZM in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Cornerstone Advisory reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 239 Zoom shares in Q1 2022, an estimated $44K.
Cornerstone Advisory first reported a position in Zoom in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Zoom position peaked at $44K in Q4 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.