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CRA Financial Services’s Zoom ZM Stock Holding History

CRA Financial Services’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
Q4 		– Sell
-1,072
Closed -$280K – 220
2021
Q3 		$280K Buy
1,072
+60
+6% +$20.2K 0.09% 154
2021
Q2 		$392K Buy
1,012
+135
+15% +$45K 0.14% 119
2021
Q1 		$282K Buy
877
+147
+20% +$54.1K 0.11% 134
2020
Q4 		$246K Buy
+730
New +$325K 0.1% 133

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CRA Financial Services's ZM Position: Q4 2021 in Review

CRA Financial Services sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,072 shares — an estimated $280K sold.

CRA Financial Services first reported a position in ZM in Q4 2020 and held it in 4 quarters. The position peaked at $392K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • CRA Financial Services reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • CRA Financial Services sold 1,072 Zoom shares in Q4 2021, an estimated $280K.
  • CRA Financial Services first reported a position in Zoom in Q4 2020 and held it in 4 quarters.
  • CRA Financial Services's Zoom position peaked at $392K in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on CRA Financial Services's 13F filing for Q4 2021, filed 20 Jan 2022.