KWM
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Keebeck Wealth Management’s Zoom ZM Stock Holding History

Keebeck Wealth Management’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
Q1 		– Sell
-810
Closed -$273K – 236
2020
Q4 		$273K Sell
810
-290
-26% -$129K 0.05% 187
2020
Q3 		$517K Hold
1,100
– – 0.11% 131
2020
Q2 		$278K Buy
+1,100
New +$198K 0.09% 145

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keebeck Wealth Management's ZM Position: Q1 2021 in Review

Keebeck Wealth Management sold out of Zoom (ZM) in Q1 2021, closing a stake of 810 shares — an estimated $273K sold.

Keebeck Wealth Management first reported a position in ZM in Q2 2020 and held it in 3 quarters. The position peaked at $517K in Q3 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

  • Keebeck Wealth Management reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
  • Keebeck Wealth Management sold 810 Zoom shares in Q1 2021, an estimated $273K.
  • Keebeck Wealth Management first reported a position in Zoom in Q2 2020 and held it in 3 quarters.
  • Keebeck Wealth Management's Zoom position peaked at $517K in Q3 2020.
  • 930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on Keebeck Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.