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

Laurel Wealth Advisors (North Carolina)’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
-8
Closed -$3K – 761
2021
Q2 		$3K Sell
8
-30
-79% -$9.99K ﹤0.01% 643
2021
Q1 		$12K Buy
38
+13
+52% +$4.79K ﹤0.01% 410
2020
Q4 		$8K Sell
25
-2
-7% -$892 ﹤0.01% 433
2020
Q3 		$13K Hold
27
– – ﹤0.01% 366
2020
Q2 		$7K Sell
27
-73
-73% -$13.1K ﹤0.01% 400
2020
Q1 		$15K Buy
+100
New +$9.87K 0.01% 326

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ZM Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Zoom (ZM) in Q3 2021, closing a stake of 8 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ZM in Q1 2020 and held it in 6 quarters. The position peaked at $15K in Q1 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 8 Zoom shares in Q3 2021, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Zoom in Q1 2020 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Zoom position peaked at $15K in Q1 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.