EWA
ZM icon

Evolution Wealth Advisors’s Zoom ZM Stock Holding History

Evolution Wealth 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
-221
Closed -$58K – 646
2021
Q3 		$58K Sell
221
-170
-43% -$57.3K 0.01% 194
2021
Q2 		$151K Buy
391
+265
+210% +$88.3K 0.03% 144
2021
Q1 		$40K Buy
+126
New +$46.4K 0.01% 220
2020
Q4 		– Sell
-170
Closed -$80K – 644
2020
Q3 		$80K Sell
170
-235
-58% -$75.2K 0.02% 157
2020
Q2 		$103K Buy
+405
New +$72.9K 0.03% 111

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

Evolution Wealth Advisors's ZM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 221 shares — an estimated $58K sold.

Evolution Wealth Advisors first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $151K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 221 Zoom shares in Q4 2021, an estimated $58K.
  • Evolution Wealth Advisors first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
  • Evolution Wealth Advisors's Zoom position peaked at $151K in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.