Intersect Capital’s Zoom ZM Stock Holding History

Intersect Capital’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	$304K	Sell	2,813 -231	-8%	-$24.4K	0.09%	232
2022 Q1	$357K	Buy	3,044 +4	+0.1%	+$544	0.07%	273
2021 Q4	$559K	Sell	3,040 -3,112	-51%	-$732K	0.1%	179
2021 Q3	$1.61M	Buy	6,152 +121	+2%	+$40.8K	0.28%	71
2021 Q2	$2.33M	Sell	6,031 -193	-3%	-$64.3K	0.41%	50
2021 Q1	$2M	Sell	6,224 -299	-5%	-$110K	0.4%	52
2020 Q4	$2.2M	Buy	6,523 +2,340	+56%	+$1.04M	0.48%	47
2020 Q3	$1.97M	Buy	4,183 +1,339	+47%	+$428K	0.53%	42
2020 Q2	$721K	Sell	2,844 -542	-16%	-$97.5K	0.23%	71
2020 Q1	$495K	Buy	3,386 +402	+13%	+$39.7K	0.2%	89
2019 Q4	$203K	Buy	+2,984	New	+$205K	0.07%	160

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

Intersect Capital's ZM Position: Q2 2022 in Review

Intersect Capital reduced its Zoom (ZM) stake by 7.6% in Q2 2022, selling an estimated $24.4K and leaving 2,813 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #232.

Intersect Capital first reported a position in ZM in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.33M in Q2 2021. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Intersect Capital held 2,813 shares of Zoom worth $304K as of Q2 2022.
Intersect Capital sold 231 Zoom shares in Q2 2022, an estimated $24.4K.
Zoom made up 0.09% of Intersect Capital's portfolio in Q2 2022, its #232 holding.
Intersect Capital first reported a position in Zoom in Q4 2019 and has held it in 11 quarters since.
Intersect Capital's Zoom position peaked at $2.33M in Q2 2021.
754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.