OIA
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OneDigital Investment Advisors’s Zoom ZM Stock Holding History

OneDigital 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
2021
Q3 		– Sell
-597
Closed -$231K – 817
2021
Q2 		$231K Sell
597
-120
-17% -$40K 0.01% 633
2021
Q1 		$230K Buy
717
+17
+2% +$6.26K 0.01% 577
2020
Q4 		$236K Sell
700
-691
-50% -$308K 0.01% 555
2020
Q3 		$654K Sell
1,391
-489
-26% -$156K 0.05% 260
2020
Q2 		$477K Sell
1,880
-10
-0.5% -$1.8K 0.03% 321
2020
Q1 		$276K Buy
+1,890
New +$187K 0.02% 396

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OneDigital Investment Advisors's ZM Position: Q3 2021 in Review

OneDigital Investment Advisors sold out of Zoom (ZM) in Q3 2021, closing a stake of 597 shares — an estimated $231K sold.

OneDigital Investment Advisors first reported a position in ZM in Q1 2020 and held it in 6 quarters. The position peaked at $654K in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • OneDigital Investment Advisors reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 597 Zoom shares in Q3 2021, an estimated $231K.
  • OneDigital Investment Advisors first reported a position in Zoom in Q1 2020 and held it in 6 quarters.
  • OneDigital Investment Advisors's Zoom position peaked at $654K in Q3 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on OneDigital Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.