JIC
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Joel Isaacson & Co’s Zoom ZM Stock Holding History

Joel Isaacson & Co’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
-1,411
Closed -$259K – 324
2021
Q4 		$259K Sell
1,411
-12
-0.8% -$2.82K 0.02% 272
2021
Q3 		$372K Buy
1,423
+4
+0.3% +$1.35K 0.03% 220
2021
Q2 		$549K Sell
1,419
-310
-18% -$103K 0.04% 166
2021
Q1 		$556K Buy
1,729
+380
+28% +$140K 0.05% 150
2020
Q4 		$455K Sell
1,349
-438
-25% -$195K 0.04% 155
2020
Q3 		$840K Buy
1,787
+279
+19% +$89.2K 0.11% 88
2020
Q2 		$382K Buy
+1,508
New +$271K 0.05% 140

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

Joel Isaacson & Co's ZM Position: Q1 2022 in Review

Joel Isaacson & Co sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,411 shares — an estimated $259K sold.

Joel Isaacson & Co first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $840K in Q3 2020. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Joel Isaacson & Co reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,411 Zoom shares in Q1 2022, an estimated $259K.
  • Joel Isaacson & Co first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
  • Joel Isaacson & Co's Zoom position peaked at $840K in Q3 2020.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Joel Isaacson & Co's 13F filing for Q1 2022, filed 21 Apr 2022.