Kore Private Wealth’s Zoom ZM Stock Holding History

Kore 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
2021 Q4	–	Sell	-944	Closed	-$247K	–	455
2021 Q3	$247K	Sell	944 -3	-0.3%	-$1.01K	0.03%	374
2021 Q2	$367K	Sell	947 -1	-0.1%	-$333	0.04%	280
2021 Q1	$305K	Sell	948 -3,716	-80%	-$1.37M	0.04%	268
2020 Q4	$1.57M	Buy	4,664 +1,581	+51%	+$705K	0.24%	66
2020 Q3	$1.45M	Buy	3,083 +3	+0.1%	+$959	0.28%	67
2020 Q2	$780K	Buy	3,080 +193	+7%	+$34.7K	0.16%	98
2020 Q1	$422K	Buy	+2,887	New	+$285K	0.1%	125

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kore Private Wealth's ZM Position: Q4 2021 in Review

Kore Private Wealth sold out of Zoom (ZM) in Q4 2021, closing a stake of 944 shares — an estimated $247K sold.

Kore Private Wealth first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $1.57M in Q4 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Kore Private Wealth reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 944 Zoom shares in Q4 2021, an estimated $247K.
Kore Private Wealth first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
Kore Private Wealth's Zoom position peaked at $1.57M in Q4 2020.
813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.