First Foundation Advisors’s Zoom ZM Stock Holding History

First Foundation 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
2022 Q2	–	Sell	-1,885	Closed	-$221K	–	464
2022 Q1	$221K	Sell	1,885 -32	-2%	-$4.35K	0.01%	381
2021 Q4	$353K	Sell	1,917 -8	-0.4%	-$1.88K	0.01%	321
2021 Q3	$503K	Buy	1,925 +3	+0.2%	+$1.01K	0.02%	274
2021 Q2	$744K	Buy	1,922 +46	+2%	+$15.3K	0.03%	241
2021 Q1	$603K	Buy	1,876 +363	+24%	+$134K	0.03%	246
2020 Q4	$510K	Buy	+1,513	New	+$675K	0.02%	259

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

First Foundation Advisors's ZM Position: Q2 2022 in Review

First Foundation Advisors sold out of Zoom (ZM) in Q2 2022, closing a stake of 1,885 shares — an estimated $221K sold.

First Foundation Advisors first reported a position in ZM in Q4 2020 and held it in 6 quarters. The position peaked at $744K in Q2 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

First Foundation Advisors reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 1,885 Zoom shares in Q2 2022, an estimated $221K.
First Foundation Advisors first reported a position in Zoom in Q4 2020 and held it in 6 quarters.
First Foundation Advisors's Zoom position peaked at $744K in Q2 2021.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.