FCH
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Freestone Capital Holdings’s Zoom ZM Stock Holding History

Freestone Capital Holdings’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
-2,332
Closed -$273K – 596
2022
Q1 		$273K Buy
2,332
+1,173
+101% +$160K 0.01% 485
2021
Q4 		$213K Sell
1,159
-25
-2% -$5.88K 0.01% 466
2021
Q3 		$310K Buy
1,184
+288
+32% +$97.1K 0.02% 343
2021
Q2 		$347K Buy
+896
New +$298K 0.02% 317
2021
Q1 		– Sell
-98
Closed -$33.1K – 1162
2020
Q4 		$33.1K Sell
98
-912
-90% -$407K ﹤0.01% 643
2020
Q3 		$475K Sell
1,010
-88
-8% -$28.1K 0.03% 231
2020
Q2 		$278 Buy
+1,098
New +$198K ﹤0.01% 289

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

Freestone Capital Holdings's ZM Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Zoom (ZM) in Q2 2022, closing a stake of 2,332 shares — an estimated $273K sold.

Freestone Capital Holdings first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $475K in Q3 2020. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 2,332 Zoom shares in Q2 2022, an estimated $273K.
  • Freestone Capital Holdings first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
  • Freestone Capital Holdings's Zoom position peaked at $475K in Q3 2020.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.