KWB Wealth’s Zoom ZM Stock Holding History

KWB 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 Q3	–	Sell	-689	Closed	-$221K	–	92
2021 Q2	$221K	Hold	689	–	–	0.04%	79
2021 Q1	$221K	Buy	+689	New	+$254K	0.04%	79

Other funds holding ZM

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

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

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

KWB Wealth's ZM Position: Q3 2021 in Review

KWB Wealth sold out of Zoom (ZM) in Q3 2021, closing a stake of 689 shares — an estimated $221K sold.

KWB Wealth first reported a position in ZM in Q1 2021 and held it in 2 quarters. The position peaked at $221K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

KWB Wealth reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
KWB Wealth sold 689 Zoom shares in Q3 2021, an estimated $221K.
KWB Wealth first reported a position in Zoom in Q1 2021 and held it in 2 quarters.
KWB Wealth's Zoom position peaked at $221K in Q2 2021.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on KWB Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.