HBK Sorce Advisory’s Zoom ZM Stock Holding History

HBK Sorce 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
2022 Q1	–	Sell	-1,782	Closed	-$328K	–	625
2021 Q4	$328K	Buy	1,782 +52	+3%	+$12.2K	0.02%	430
2021 Q3	$452K	Sell	1,730 -46	-3%	-$15.5K	0.02%	337
2021 Q2	$687K	Sell	1,776 -890	-33%	-$296K	0.04%	266
2021 Q1	$857K	Sell	2,666 -1,706	-39%	-$628K	0.05%	209
2020 Q4	$1.48M	Sell	4,372 -1	-0%	-$446	0.09%	148
2020 Q3	$2.06M	Buy	4,373 +2,640	+152%	+$844K	0.15%	101
2020 Q2	$439K	Buy	+1,733	New	+$312K	0.03%	267

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Sorce Advisory's ZM Position: Q1 2022 in Review

HBK Sorce Advisory sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,782 shares — an estimated $328K sold.

HBK Sorce Advisory first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $2.06M in Q3 2020. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

HBK Sorce Advisory reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
HBK Sorce Advisory sold 1,782 Zoom shares in Q1 2022, an estimated $328K.
HBK Sorce Advisory first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
HBK Sorce Advisory's Zoom position peaked at $2.06M in Q3 2020.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on HBK Sorce Advisory's 13F filing for Q1 2022, filed 13 May 2022.