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Harvest Investment Services’s Zoom ZM Stock Holding History

Harvest Investment Services’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
-3,112
Closed -$813K – 318
2021
Q3 		$813K Buy
3,112
+60
+2% +$20.2K 0.33% 88
2021
Q2 		$1.18M Sell
3,052
-130
-4% -$43.3K 0.5% 51
2021
Q1 		$1.02M Sell
3,182
-926
-23% -$341K 0.46% 57
2020
Q4 		$1.39M Buy
4,108
+3,167
+337% +$1.41M 0.71% 36
2020
Q3 		$442K Buy
+941
New +$301K 0.25% 97
2020
Q2 		– Sell
-3,092
Closed -$451K – 210
2020
Q1 		$451K Buy
+3,092
New +$305K 0.6% 50

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Harvest Investment Services's ZM Position: Q4 2021 in Review

Harvest Investment Services sold out of Zoom (ZM) in Q4 2021, closing a stake of 3,112 shares — an estimated $813K sold.

Harvest Investment Services first reported a position in ZM in Q1 2020 and held it in 6 quarters. The position peaked at $1.39M in Q4 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Harvest Investment Services reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Harvest Investment Services sold 3,112 Zoom shares in Q4 2021, an estimated $813K.
  • Harvest Investment Services first reported a position in Zoom in Q1 2020 and held it in 6 quarters.
  • Harvest Investment Services's Zoom position peaked at $1.39M in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Harvest Investment Services's 13F filing for Q4 2021, filed 31 Jan 2022.