GIA
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Gladstone Institutional Advisory’s Zoom ZM Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-1,652
Closed -$432K – 635
2021
Q3 		$432K Sell
1,652
-563
-25% -$190K 0.04% 364
2021
Q2 		$857K Sell
2,215
-1,109
-33% -$369K 0.1% 210
2021
Q1 		$1.07M Buy
3,324
+1,394
+72% +$513K 0.17% 138
2020
Q4 		$651K Buy
1,930
+668
+53% +$298K 0.13% 139
2020
Q3 		$593K Buy
+1,262
New +$404K 0.14% 130

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Gladstone Institutional Advisory's ZM Position: Q4 2021 in Review

Gladstone Institutional Advisory sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,652 shares — an estimated $432K sold.

Gladstone Institutional Advisory first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $1.07M in Q1 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Gladstone Institutional Advisory reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,652 Zoom shares in Q4 2021, an estimated $432K.
  • Gladstone Institutional Advisory first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Zoom position peaked at $1.07M in Q1 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2021, filed 11 Feb 2022.