Northeast Financial Consultants’s Zoom ZM Stock Holding History

Northeast Financial Consultants’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	–	Sell	-779	Closed	-$204K	–	375
2021 Q3	$204K	Hold	779	–	–	0.01%	331
2021 Q2	$302K	Sell	779 -290	-27%	-$96.6K	0.02%	284
2021 Q1	$343K	Sell	1,069 -4	-0.4%	-$1.47K	0.03%	255
2020 Q4	$362K	Buy	1,073 +92	+9%	+$41K	0.03%	233
2020 Q3	$461K	Sell	981 -86	-8%	-$27.5K	0.04%	183
2020 Q2	$271K	Buy	+1,067	New	+$192K	0.03%	229

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

Northeast Financial Consultants's ZM Position: Q4 2021 in Review

Northeast Financial Consultants sold out of Zoom (ZM) in Q4 2021, closing a stake of 779 shares — an estimated $204K sold.

Northeast Financial Consultants first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $461K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Northeast Financial Consultants reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Northeast Financial Consultants sold 779 Zoom shares in Q4 2021, an estimated $204K.
Northeast Financial Consultants first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Northeast Financial Consultants's Zoom position peaked at $461K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Northeast Financial Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.