MWP
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Meridian Wealth Partners’s Zoom ZM Stock Holding History

Meridian Wealth 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
Q2 		– Sell
-35
Closed -$12K – 1316
2021
Q1 		$12K Buy
+35
New +$12.9K ﹤0.01% 410
2020
Q4 		– Sell
-70
Closed -$33K – 244
2020
Q3 		$33K Buy
+70
New +$22.4K 0.02% 157

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Meridian Wealth Partners's ZM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Zoom (ZM) in Q2 2021, closing a stake of 35 shares — an estimated $12K sold.

Meridian Wealth Partners first reported a position in ZM in Q3 2020 and held it in 2 quarters. The position peaked at $33K in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 35 Zoom shares in Q2 2021, an estimated $12K.
  • Meridian Wealth Partners first reported a position in Zoom in Q3 2020 and held it in 2 quarters.
  • Meridian Wealth Partners's Zoom position peaked at $33K in Q3 2020.
  • 943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.