Mid Atlantic Financial Management’s Zoom ZM Stock Holding History

Mid Atlantic Financial 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 Q3	$613K	Sell	2,345 -17	-0.7%	-$5.73K	0.04%	399
2021 Q2	$914K	Buy	2,362 +485	+26%	+$162K	0.06%	276
2021 Q1	$603K	Buy	1,877 +31	+2%	+$11.4K	0.04%	376
2020 Q4	$623K	Sell	1,846 -1,584	-46%	-$706K	0.05%	338
2020 Q3	$1.42M	Sell	3,430 -430	-11%	-$138K	0.12%	150
2020 Q2	$979K	Sell	3,860 -2,398	-38%	-$431K	0.09%	192
2020 Q1	$914K	Buy	+6,258	New	+$618K	0.11%	181

Other funds holding ZM

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

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

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

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

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

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

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

Mid Atlantic Financial Management's ZM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Zoom (ZM) stake by 0.72% in Q3 2021, selling an estimated $5.73K and leaving 2,345 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #399.

Mid Atlantic Financial Management first reported a position in ZM in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Mid Atlantic Financial Management held 2,345 shares of Zoom worth $613K as of Q3 2021.
Mid Atlantic Financial Management sold 17 Zoom shares in Q3 2021, an estimated $5.73K.
Zoom made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #399 holding.
Mid Atlantic Financial Management first reported a position in Zoom in Q1 2020 and has held it in 7 quarters since.
Mid Atlantic Financial Management's Zoom position peaked at $1.42M in Q3 2020.
873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.