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Freedman Financial Associates’s Zoom ZM Stock Holding History

Freedman Financial Associates’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
-50
Closed -$6K – 455
2022
Q1 		$6K Hold
50
– – ﹤0.01% 404
2021
Q4 		$9K Hold
50
– – 0.01% 348
2021
Q3 		$13K Hold
50
– – 0.01% 327
2021
Q2 		$19K Hold
50
– – 0.01% 297
2021
Q1 		$16K Hold
50
– – 0.01% 320
2020
Q4 		$17K Buy
+50
New +$22.3K 0.02% 310

Other funds holding ZM

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
Morgan Stanley
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Freedman Financial Associates's ZM Position: Q2 2022 in Review

Freedman Financial Associates sold out of Zoom (ZM) in Q2 2022, closing a stake of 50 shares — an estimated $6K sold.

Freedman Financial Associates first reported a position in ZM in Q4 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • Freedman Financial Associates reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 50 Zoom shares in Q2 2022, an estimated $6K.
  • Freedman Financial Associates first reported a position in Zoom in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Zoom position peaked at $19K in Q2 2021.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.