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First Personal Financial Services’s Zoom ZM Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-4
Closed -$1K – 324
2021
Q1 		$1K Hold
4
– – ﹤0.01% 300
2020
Q4 		$1K Hold
4
– – ﹤0.01% 312
2020
Q3 		$2K Hold
4
– – ﹤0.01% 281
2020
Q2 		$1K Hold
4
– – ﹤0.01% 298
2020
Q1 		$1K Buy
+4
New +$395 ﹤0.01% 289

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Personal Financial Services's ZM Position: Q2 2021 in Review

First Personal Financial Services sold out of Zoom (ZM) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in ZM in Q1 2020 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

  • First Personal Financial Services reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
  • First Personal Financial Services sold 4 Zoom shares in Q2 2021, an estimated $1K.
  • First Personal Financial Services first reported a position in Zoom in Q1 2020 and held it in 5 quarters.
  • First Personal Financial Services's Zoom position peaked at $2K in Q3 2020.
  • 943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on First Personal Financial Services's 13F filing for Q2 2021, filed 2 Aug 2021.