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Holistic Financial Partners’s Zoom ZM Stock Holding History

Holistic Financial Partners’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
-1,760
Closed -$324K – 134
2021
Q4 		$324K Sell
1,760
-72
-4% -$16.9K 0.19% 80
2021
Q3 		$479K Hold
1,832
– – 0.3% 45
2021
Q2 		$709K Sell
1,832
-4
-0.2% -$1.33K 0.42% 36
2021
Q1 		$590K Buy
1,836
+868
+90% +$319K 0.39% 38
2020
Q4 		$327K Buy
968
+542
+127% +$242K 0.23% 62
2020
Q3 		$200K Buy
+426
New +$136K 0.16% 85

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holistic Financial Partners's ZM Position: Q1 2022 in Review

Holistic Financial Partners sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,760 shares — an estimated $324K sold.

Holistic Financial Partners first reported a position in ZM in Q3 2020 and held it in 6 quarters. The position peaked at $709K in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Holistic Financial Partners reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 1,760 Zoom shares in Q1 2022, an estimated $324K.
  • Holistic Financial Partners first reported a position in Zoom in Q3 2020 and held it in 6 quarters.
  • Holistic Financial Partners's Zoom position peaked at $709K in Q2 2021.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.