LWAC
ZM icon

Laurel Wealth Advisors (California)’s Zoom ZM Stock Holding History

Laurel Wealth Advisors (California)’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
-803
Closed -$210K – 786
2021
Q3 		$210K Sell
803
-476
-37% -$160K 0.04% 432
2021
Q2 		$495K Sell
1,279
-17
-1% -$5.66K 0.06% 277
2021
Q1 		$417K Sell
1,296
-600
-32% -$221K 0.06% 285
2020
Q4 		$640K Buy
1,896
+542
+40% +$242K 0.09% 207
2020
Q3 		$637K Sell
1,354
-16
-1% -$5.12K 0.11% 197
2020
Q2 		$348K Sell
1,370
-1,259
-48% -$227K 0.06% 273
2020
Q1 		$384K Buy
+2,629
New +$259K 0.09% 233
2019
Q3 		– Sell
-6,100
Closed -$542K – 459
2019
Q2 		$542K Buy
+6,100
New +$502K 0.12% 191

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 $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ZM Position: Q4 2021 in Review

Laurel Wealth Advisors (California) sold out of Zoom (ZM) in Q4 2021, closing a stake of 803 shares — an estimated $210K sold.

Laurel Wealth Advisors (California) first reported a position in ZM in Q2 2019 and held it in 8 quarters. The position peaked at $640K in Q4 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Laurel Wealth Advisors (California) reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 803 Zoom shares in Q4 2021, an estimated $210K.
  • Laurel Wealth Advisors (California) first reported a position in Zoom in Q2 2019 and held it in 8 quarters.
  • Laurel Wealth Advisors (California)'s Zoom position peaked at $640K in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2021, filed 14 Feb 2022.