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DFPG Investments’s Zoom ZM Stock Holding History

DFPG Investments’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 		– Sell
-2,470
Closed -$864K – 181
2020
Q4 		$864K Buy
2,470
+788
+47% +$351K 0.4% 73
2020
Q3 		$808K Sell
1,682
-88
-5% -$28.1K 0.43% 66
2020
Q2 		$464K Sell
1,770
-4,564
-72% -$821K 0.28% 92
2020
Q1 		$960K Sell
6,334
-2,176
-26% -$215K 0.72% 37
2019
Q4 		$655K Buy
8,510
+3,388
+66% +$233K 0.43% 68
2019
Q3 		$377K Buy
5,122
+2,352
+85% +$212K 0.31% 94
2019
Q2 		$252K Buy
+2,770
New +$228K 0.24% 121

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

DFPG Investments's ZM Position: Q1 2021 in Review

DFPG Investments sold out of Zoom (ZM) in Q1 2021, closing a stake of 2,470 shares — an estimated $864K sold.

DFPG Investments first reported a position in ZM in Q2 2019 and held it in 7 quarters. The position peaked at $960K in Q1 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

  • DFPG Investments reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
  • DFPG Investments sold 2,470 Zoom shares in Q1 2021, an estimated $864K.
  • DFPG Investments first reported a position in Zoom in Q2 2019 and held it in 7 quarters.
  • DFPG Investments's Zoom position peaked at $960K in Q1 2020.
  • 930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on DFPG Investments's 13F filing for Q1 2021, filed 14 Apr 2021.