Navis Wealth Advisors’s Zoom ZM Stock Holding History

Navis Wealth 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
2021 Q1	–	Sell	-210	Closed	-$71K	–	183
2020 Q4	$71K	Buy	+210	New	+$93.6K	0.06%	136

Other funds holding ZM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Navis Wealth Advisors's ZM Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Zoom (ZM) in Q1 2021, closing a stake of 210 shares — an estimated $71K sold.

Navis Wealth Advisors first reported a position in ZM in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

Navis Wealth Advisors reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 210 Zoom shares in Q1 2021, an estimated $71K.
Navis Wealth Advisors first reported a position in Zoom in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Zoom position peaked at $71K in Q4 2020.
930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.