McCarthy Asset Management’s Zoom ZM Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-591	Closed	-$69K	–	311
2022 Q1	$69K	Hold	591	–	–	0.05%	66
2021 Q4	$109K	Hold	591	–	–	0.08%	56
2021 Q3	$155K	Hold	591	–	–	0.12%	40
2021 Q2	$229K	Buy	591 +4	+0.7%	+$1.33K	0.16%	34
2021 Q1	$189K	Buy	587 +87	+17%	+$32K	0.15%	36
2020 Q4	$169K	Buy	+500	New	+$223K	0.14%	36

Other funds holding ZM

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

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

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

AIM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

McCarthy Asset Management's ZM Position: Q2 2022 in Review

McCarthy Asset Management sold out of Zoom (ZM) in Q2 2022, closing a stake of 591 shares — an estimated $69K sold.

McCarthy Asset Management first reported a position in ZM in Q4 2020 and held it in 6 quarters. The position peaked at $229K in Q2 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

McCarthy Asset Management reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 591 Zoom shares in Q2 2022, an estimated $69K.
McCarthy Asset Management first reported a position in Zoom in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Zoom position peaked at $229K in Q2 2021.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.