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Moneta Group Investment Advisors’s Zoom ZM Stock Holding History

Moneta Group Investment Advisors’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
Q1 		– Sell
-1,789
Closed -$329K – 502
2021
Q4 		$329K Sell
1,789
-123
-6% -$28.9K 0.01% 365
2021
Q3 		$500K Buy
1,912
+1,008
+112% +$340K 0.02% 280
2021
Q2 		$350K Buy
904
+20
+2% +$6.66K 0.02% 334
2021
Q1 		$284K Buy
+884
New +$325K 0.02% 343
2020
Q4 		– Sell
-538
Closed -$253K – 325
2020
Q3 		$253K Buy
+538
New +$172K 0.02% 235

Other funds holding ZM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Moneta Group Investment Advisors's ZM Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,789 shares — an estimated $329K sold.

Moneta Group Investment Advisors first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $500K in Q3 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,789 Zoom shares in Q1 2022, an estimated $329K.
  • Moneta Group Investment Advisors first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Moneta Group Investment Advisors's Zoom position peaked at $500K in Q3 2021.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.