Homrich & Berg’s Zoom ZM Stock Holding History

Homrich & Berg’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 Q3	–	Sell	-657	Closed	-$254K	–	510
2021 Q2	$254K	Buy	657 +19	+3%	+$6.33K	0.01%	401
2021 Q1	$205K	Buy	+638	New	+$235K	0.01%	402

Other funds holding ZM

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

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

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

AIM

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

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

Homrich & Berg's ZM Position: Q3 2021 in Review

Homrich & Berg sold out of Zoom (ZM) in Q3 2021, closing a stake of 657 shares — an estimated $254K sold.

Homrich & Berg first reported a position in ZM in Q1 2021 and held it in 2 quarters. The position peaked at $254K in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Homrich & Berg reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Homrich & Berg sold 657 Zoom shares in Q3 2021, an estimated $254K.
Homrich & Berg first reported a position in Zoom in Q1 2021 and held it in 2 quarters.
Homrich & Berg's Zoom position peaked at $254K in Q2 2021.
873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.