GW
ZM icon

GW & Wade’s Zoom ZM Stock Holding History

GW & Wade’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
Q1 		– Sell
-3,462
Closed -$637K – 420
2021
Q4 		$637K Sell
3,462
-50
-1% -$11.8K 0.03% 226
2021
Q3 		$918K Sell
3,512
-110
-3% -$37.1K 0.04% 194
2021
Q2 		$1.4M Buy
3,622
+193
+6% +$64.3K 0.07% 157
2021
Q1 		$1.1M Buy
3,429
+301
+10% +$111K 0.06% 161
2020
Q4 		$1.05M Buy
3,128
+306
+11% +$136K 0.06% 138
2020
Q3 		$1.33M Buy
2,822
+203
+8% +$64.9K 0.1% 104
2020
Q2 		$664K Buy
2,619
+107
+4% +$19.3K 0.05% 134
2020
Q1 		$367K Buy
+2,512
New +$248K 0.03% 153

Other funds holding ZM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GW & Wade's ZM Position: Q1 2022 in Review

GW & Wade sold out of Zoom (ZM) in Q1 2022, closing a stake of 3,462 shares — an estimated $637K sold.

GW & Wade first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $1.4M in Q2 2021. 767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • GW & Wade reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • GW & Wade sold 3,462 Zoom shares in Q1 2022, an estimated $637K.
  • GW & Wade first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
  • GW & Wade's Zoom position peaked at $1.4M in Q2 2021.
  • 767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on GW & Wade's 13F filing for Q1 2022, filed 10 May 2022.