HighPoint Advisor Group’s Zoom ZM Stock Holding History

HighPoint Advisor Group’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	$744K	Buy	+6,356	New	+$670K	0.08%	197
2021 Q3	$993K	Sell	3,796 -2,159	-36%	-$728K	0.1%	168
2021 Q2	$2.31M	Buy	5,955 +68	+1%	+$22.6K	0.23%	90
2021 Q1	$1.9M	Buy	5,887 +481	+9%	+$177K	0.22%	93
2020 Q4	$2.33M	Buy	5,406 +474	+10%	+$211K	0.28%	76
2020 Q3	$2.45M	Sell	4,932 -1,571	-24%	-$502K	0.44%	55
2020 Q2	$1.69M	Sell	6,503 -1,628	-20%	-$293K	0.36%	64
2020 Q1	$1.29M	Buy	+8,131	New	+$802K	0.31%	67

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HighPoint Advisor Group's ZM Position: Q2 2022 in Review

HighPoint Advisor Group opened a new position in Zoom (ZM) in Q2 2022: 6,356 shares worth $744K. The stake represents 0.08% of the portfolio and ranks #197 among its holdings. This is a return to the name: HighPoint Advisor Group previously reported a position in ZM as recently as Q3 2021.

HighPoint Advisor Group first reported a position in ZM in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.45M in Q3 2020. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

HighPoint Advisor Group held 6,356 shares of Zoom worth $744K as of Q2 2022.
Zoom was a new HighPoint Advisor Group position in Q2 2022.
Zoom made up 0.08% of HighPoint Advisor Group's portfolio in Q2 2022, its #197 holding.
HighPoint Advisor Group first reported a position in Zoom in Q1 2020 and has held it in 8 quarters since.
HighPoint Advisor Group's Zoom position peaked at $2.45M in Q3 2020.
754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on HighPoint Advisor Group's 13F filing for Q2 2022, filed 15 Aug 2022.