KA
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Kovack Advisors’s Zoom ZM Stock Holding History

Kovack Advisors’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
-1,127
Closed -$295K – 772
2021
Q3 		$295K Sell
1,127
-115
-9% -$38.8K 0.03% 538
2021
Q2 		$481K Sell
1,242
-196
-14% -$65.3K 0.05% 363
2021
Q1 		$462K Buy
1,438
+128
+10% +$47.1K 0.06% 333
2020
Q4 		$442K Sell
1,310
-77
-6% -$34.3K 0.06% 311
2020
Q3 		$652K Buy
1,387
+478
+53% +$153K 0.12% 192
2020
Q2 		$230K Sell
909
-1,725
-65% -$310K 0.04% 370
2020
Q1 		$385K Buy
+2,634
New +$260K 0.09% 235

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
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
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kovack Advisors's ZM Position: Q4 2021 in Review

Kovack Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,127 shares — an estimated $295K sold.

Kovack Advisors first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $652K in Q3 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Kovack Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Kovack Advisors sold 1,127 Zoom shares in Q4 2021, an estimated $295K.
  • Kovack Advisors first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • Kovack Advisors's Zoom position peaked at $652K in Q3 2020.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Kovack Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.