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Lavaca Capital’s Zoom ZM Stock Holding History

Lavaca Capital’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
-810
Closed -$212K – 175
2021
Q3 		$212K Hold
810
– – 0.02% 149
2021
Q2 		$313K Sell
810
-52
-6% -$17.3K 0.03% 123
2021
Q1 		$277K Buy
862
+52
+6% +$19.1K 0.02% 114
2020
Q4 		$273K Hold
810
– – 0.04% 97
2020
Q3 		$381K Buy
+810
New +$259K 0.06% 78

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

Lavaca Capital's ZM Position: Q4 2021 in Review

Lavaca Capital sold out of Zoom (ZM) in Q4 2021, closing a stake of 810 shares — an estimated $212K sold.

Lavaca Capital first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $381K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Lavaca Capital reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Lavaca Capital sold 810 Zoom shares in Q4 2021, an estimated $212K.
  • Lavaca Capital first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Lavaca Capital's Zoom position peaked at $381K in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Lavaca Capital's 13F filing for Q4 2021, filed 10 Feb 2022.