EPA
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Element Pointe Advisors’s Zoom ZM Stock Holding History

Element Pointe Advisors’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
-2,405
Closed -$629K – 121
2021
Q3 		$629K Sell
2,405
-661
-22% -$223K 0.21% 69
2021
Q2 		$1.08M Buy
3,066
+565
+23% +$188K 0.33% 65
2021
Q1 		$803K Buy
+2,501
New +$921K 0.27% 78

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

Element Pointe Advisors's ZM Position: Q4 2021 in Review

Element Pointe Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 2,405 shares — an estimated $629K sold.

Element Pointe Advisors first reported a position in ZM in Q1 2021 and held it in 3 quarters. The position peaked at $1.08M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Element Pointe Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Element Pointe Advisors sold 2,405 Zoom shares in Q4 2021, an estimated $629K.
  • Element Pointe Advisors first reported a position in Zoom in Q1 2021 and held it in 3 quarters.
  • Element Pointe Advisors's Zoom position peaked at $1.08M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Element Pointe Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.