Level Four Financial’s Zoom ZM Stock Holding History

Level Four Financial’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 Q2	–	Sell	-720	Closed	-$231K	–	353
2021 Q1	$231K	Sell	720 -996	-58%	-$367K	0.11%	236
2020 Q4	$579K	Buy	+1,716	New	+$765K	0.25%	110

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Level Four Financial's ZM Position: Q2 2021 in Review

Level Four Financial sold out of Zoom (ZM) in Q2 2021, closing a stake of 720 shares — an estimated $231K sold.

Level Four Financial first reported a position in ZM in Q4 2020 and held it in 2 quarters. The position peaked at $579K in Q4 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

Level Four Financial reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
Level Four Financial sold 720 Zoom shares in Q2 2021, an estimated $231K.
Level Four Financial first reported a position in Zoom in Q4 2020 and held it in 2 quarters.
Level Four Financial's Zoom position peaked at $579K in Q4 2020.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Level Four Financial's 13F filing for Q2 2021, filed 9 Aug 2021.