Next Financial Group’s Zoom ZM Stock Holding History

Next Financial Group’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 Q4	$326K	Buy	1,768 +48	+3%	+$11.3K	0.02%	702
2021 Q3	$450K	Sell	1,720 -260	-13%	-$87.7K	0.04%	511
2021 Q2	$767K	Sell	1,980 -258	-12%	-$85.9K	0.06%	329
2021 Q1	$719K	Sell	2,238 -506	-18%	-$186K	0.06%	312
2020 Q4	$926K	Buy	2,744 +752	+38%	+$335K	0.09%	233
2020 Q3	$936K	Sell	1,992 -36	-2%	-$11.5K	0.1%	207
2020 Q2	$514K	Sell	2,028 -1,270	-39%	-$229K	0.06%	289
2020 Q1	$482K	Buy	3,298 +2,898	+725%	+$286K	0.06%	282
2019 Q4	$27K	Buy	400 +391	+4,344%	+$26.9K	﹤0.01%	1420
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	2271
2019 Q2	$1K	Buy	+9	New	+$740	﹤0.01%	2264

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

AIM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Next Financial Group's ZM Position: Q4 2021 in Review

Next Financial Group increased its Zoom (ZM) stake by 2.8% in Q4 2021, buying an estimated $11.3K and bringing the position to 1,768 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #702.

Next Financial Group first reported a position in ZM in Q2 2019 and has held it in 11 quarters since. The position peaked at $936K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Next Financial Group held 1,768 shares of Zoom worth $326K as of Q4 2021.
Next Financial Group bought 48 Zoom shares in Q4 2021, an estimated $11.3K.
Zoom made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #702 holding.
Next Financial Group first reported a position in Zoom in Q2 2019 and has held it in 11 quarters since.
Next Financial Group's Zoom position peaked at $936K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.