LWM
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Liberty Wealth Management’s Zoom ZM Stock Holding History

Liberty Wealth Management’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
-77
Closed -$20K – 1144
2021
Q3 		$20K Buy
77
+11
+17% +$3.71K 0.01% 649
2021
Q2 		$3K Buy
66
+2
+3% +$666 ﹤0.01% 886
2021
Q1 		$24K Hold
64
– – 0.01% 428
2020
Q4 		$24K Buy
64
+4
+7% +$1.78K 0.01% 425
2020
Q3 		$28K Hold
60
– – 0.02% 345
2020
Q2 		$15K Buy
+60
New +$10.8K 0.01% 428

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

Liberty Wealth Management's ZM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 77 shares — an estimated $20K sold.

Liberty Wealth Management first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $28K in Q3 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 77 Zoom shares in Q4 2021, an estimated $20K.
  • Liberty Wealth Management first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Zoom position peaked at $28K in Q3 2020.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.