Oakworth Capital’s Zoom ZM Stock Holding History

Oakworth Capital’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 Q2	–	Sell	-92	Closed	-$30K	–	617
2021 Q1	$30K	Hold	92	–	–	﹤0.01%	360
2020 Q4	$31K	Buy	92 +9	+11%	+$4.01K	﹤0.01%	333
2020 Q3	$39K	Buy	83 +13	+19%	+$4.16K	0.01%	312
2020 Q2	$18K	Buy	+70	New	+$12.6K	﹤0.01%	361

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

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

AIM

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

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

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

Oakworth Capital's ZM Position: Q2 2021 in Review

Oakworth Capital sold out of Zoom (ZM) in Q2 2021, closing a stake of 92 shares — an estimated $30K sold.

Oakworth Capital first reported a position in ZM in Q2 2020 and held it in 4 quarters. The position peaked at $39K in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

Oakworth Capital reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
Oakworth Capital sold 92 Zoom shares in Q2 2021, an estimated $30K.
Oakworth Capital first reported a position in Zoom in Q2 2020 and held it in 4 quarters.
Oakworth Capital's Zoom position peaked at $39K in Q3 2020.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Oakworth Capital's 13F filing for Q2 2021, filed 20 Jul 2021.