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Legacy Capital Partners’s Zoom ZM Stock Holding History

Legacy Capital Partners’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
-600
Closed -$232K – 146
2021
Q2 		$232K Buy
+600
New +$200K 0.08% 133
2021
Q1 		– Sell
-600
Closed -$202K – 143
2020
Q4 		$202K Hold
600
– – 0.08% 130
2020
Q3 		$282K Buy
+600
New +$192K 0.11% 113

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BlackRock
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Capital Partners's ZM Position: Q3 2021 in Review

Legacy Capital Partners sold out of Zoom (ZM) in Q3 2021, closing a stake of 600 shares — an estimated $232K sold.

Legacy Capital Partners first reported a position in ZM in Q3 2020 and held it in 3 quarters. The position peaked at $282K in Q3 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Legacy Capital Partners reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Legacy Capital Partners sold 600 Zoom shares in Q3 2021, an estimated $232K.
  • Legacy Capital Partners first reported a position in Zoom in Q3 2020 and held it in 3 quarters.
  • Legacy Capital Partners's Zoom position peaked at $282K in Q3 2020.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Legacy Capital Partners's 13F filing for Q3 2021, filed 18 Oct 2021.