LPWM
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Lake Point Wealth Management’s Zoom ZM Stock Holding History

Lake Point 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
Q4 		– Sell
-64
Closed -$17K – 497
2021
Q3 		$17K Sell
64
-8
-11% -$2.7K 0.01% 121
2021
Q2 		$28K Buy
+72
New +$24K 0.01% 101

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Lake Point Wealth Management's ZM Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 64 shares — an estimated $17K sold.

Lake Point Wealth Management first reported a position in ZM in Q2 2021 and held it in 2 quarters. The position peaked at $28K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Lake Point Wealth Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 64 Zoom shares in Q4 2021, an estimated $17K.
  • Lake Point Wealth Management first reported a position in Zoom in Q2 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Zoom position peaked at $28K in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.