Kelly Lawrence W & Associates’s Zoom ZM Stock Holding History

Kelly Lawrence W & Associates’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	–	Sell	-375	Closed	-$44K	–	186
2022 Q1	$44K	Hold	375	–	–	0.01%	119
2021 Q4	$69K	Hold	375	–	–	0.01%	112
2021 Q3	$98K	Hold	375	–	–	0.02%	102
2021 Q2	$145K	Hold	375	–	–	0.03%	85
2021 Q1	$120K	Buy	+375	New	+$138K	0.03%	88
2020 Q4	–	Sell	-375	Closed	-$176K	–	123
2020 Q3	$176K	Buy	+375	New	+$120K	0.05%	61

Other funds holding ZM

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

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

AIM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Kelly Lawrence W & Associates's ZM Position: Q2 2022 in Review

Kelly Lawrence W & Associates sold out of Zoom (ZM) in Q2 2022, closing a stake of 375 shares — an estimated $44K sold.

Kelly Lawrence W & Associates first reported a position in ZM in Q3 2020 and held it in 6 quarters. The position peaked at $176K in Q3 2020. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Kelly Lawrence W & Associates reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
Kelly Lawrence W & Associates sold 375 Zoom shares in Q2 2022, an estimated $44K.
Kelly Lawrence W & Associates first reported a position in Zoom in Q3 2020 and held it in 6 quarters.
Kelly Lawrence W & Associates's Zoom position peaked at $176K in Q3 2020.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2022, filed 15 Aug 2022.