FormulaFolio Investments’s Zoom ZM Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-2,787	Closed	-$940K	–	828
2020 Q4	$940K	Buy	2,787 +901	+48%	+$402K	0.02%	327
2020 Q3	$887K	Buy	+1,886	New	+$603K	0.03%	157

Other funds holding ZM

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

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

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

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's ZM Position: Q1 2021 in Review

FormulaFolio Investments sold out of Zoom (ZM) in Q1 2021, closing a stake of 2,787 shares — an estimated $940K sold.

FormulaFolio Investments first reported a position in ZM in Q3 2020 and held it in 2 quarters. The position peaked at $940K in Q4 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

FormulaFolio Investments reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 2,787 Zoom shares in Q1 2021, an estimated $940K.
FormulaFolio Investments first reported a position in Zoom in Q3 2020 and held it in 2 quarters.
FormulaFolio Investments's Zoom position peaked at $940K in Q4 2020.
930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.