Herold Advisors’s Zoom ZM Stock Holding History

Herold Advisors’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	-100	Closed	-$11.7K	–	695
2022 Q1	$11.7K	Buy	+100	New	+$13.6K	﹤0.01%	581
2021 Q4	–	Sell	-100	Closed	-$26K	–	669
2021 Q3	$26K	Buy	+100	New	+$33.7K	0.01%	483

Other funds holding ZM

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

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

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 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Herold Advisors's ZM Position: Q2 2022 in Review

Herold Advisors sold out of Zoom (ZM) in Q2 2022, closing a stake of 100 shares — an estimated $11.7K sold.

Herold Advisors first reported a position in ZM in Q3 2021 and held it in 2 quarters. The position peaked at $26K in Q3 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Herold Advisors reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 100 Zoom shares in Q2 2022, an estimated $11.7K.
Herold Advisors first reported a position in Zoom in Q3 2021 and held it in 2 quarters.
Herold Advisors's Zoom position peaked at $26K in Q3 2021.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.