PA
ZM icon

Paragon Advisors’s Zoom ZM Stock Holding History

Paragon 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
2022
Q1 		– Sell
-1,222
Closed -$225K – 86
2021
Q4 		$225K Buy
1,222
+80
+7% +$18.8K 0.11% 65
2021
Q3 		$299K Hold
1,142
– – 0.15% 60
2021
Q2 		$442K Sell
1,142
-4
-0.3% -$1.33K 0.21% 58
2021
Q1 		$368K Sell
1,146
-1,170
-51% -$431K 0.2% 67
2020
Q4 		$834K Sell
2,316
-720
-24% -$321K 0.45% 63
2020
Q3 		$1.43M Buy
3,036
+1,536
+102% +$491K 0.95% 17
2020
Q2 		$380K Buy
+1,500
New +$270K 0.31% 78

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paragon Advisors's ZM Position: Q1 2022 in Review

Paragon Advisors sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,222 shares — an estimated $225K sold.

Paragon Advisors first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $1.43M in Q3 2020. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Paragon Advisors reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Paragon Advisors sold 1,222 Zoom shares in Q1 2022, an estimated $225K.
  • Paragon Advisors first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
  • Paragon Advisors's Zoom position peaked at $1.43M in Q3 2020.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Paragon Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.