FWM
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Filbrandt Wealth Management’s Zoom ZM Stock Holding History

Filbrandt Wealth Management’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
Q3 		$7K Hold
25
– – ﹤0.01% 136
2021
Q2 		$10K Hold
25
– – 0.01% 130
2021
Q1 		$8K Buy
+25
New +$9.2K ﹤0.01% 135
2020
Q3 		– Sell
-17
Closed -$4K – 364
2020
Q2 		$4K Buy
+17
New +$3.06K ﹤0.01% 287

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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

Filbrandt Wealth Management's ZM Position: Q3 2021 in Review

Filbrandt Wealth Management held its Zoom (ZM) position steady in Q3 2021 at 25 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Filbrandt Wealth Management first reported a position in ZM in Q2 2020 and has held it in 4 quarters since. The position peaked at $10K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Filbrandt Wealth Management held 25 shares of Zoom worth $7K as of Q3 2021.
  • Filbrandt Wealth Management left its Zoom share count unchanged in Q3 2021.
  • Zoom made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #136 holding.
  • Filbrandt Wealth Management first reported a position in Zoom in Q2 2020 and has held it in 4 quarters since.
  • Filbrandt Wealth Management's Zoom position peaked at $10K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.