IPW
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IronBridge Private Wealth’s Zoom ZM Stock Holding History

IronBridge Private Wealth’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
-100
Closed -$18K – 307
2021
Q4 		$18K Hold
100
– – 0.01% 138
2021
Q3 		$26K Hold
100
– – 0.01% 85
2021
Q2 		$39K Sell
100
-11
-10% -$3.66K 0.02% 69
2021
Q1 		$36K Buy
111
+65
+141% +$23.9K 0.02% 71
2020
Q4 		$16K Buy
+46
New +$20.5K 0.01% 112

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

IronBridge Private Wealth's ZM Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Zoom (ZM) in Q1 2022, closing a stake of 100 shares — an estimated $18K sold.

IronBridge Private Wealth first reported a position in ZM in Q4 2020 and held it in 5 quarters. The position peaked at $39K in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 100 Zoom shares in Q1 2022, an estimated $18K.
  • IronBridge Private Wealth first reported a position in Zoom in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Zoom position peaked at $39K in Q2 2021.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.