Parisi Gray Wealth Management’s Zoom ZM Stock Holding History

Parisi Gray Wealth Management’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	-1,020	Closed	-$273K	–	135
2021 Q3	$273K	Sell	1,020 -24	-2%	-$8.09K	0.11%	108
2021 Q2	$404K	Buy	1,044 +14	+1%	+$4.66K	0.15%	98
2021 Q1	$331K	Sell	1,030 -493	-32%	-$181K	0.14%	100
2020 Q4	$514K	Buy	1,523 +200	+15%	+$89.2K	0.23%	77
2020 Q3	$622K	Buy	1,323 +451	+52%	+$144K	0.32%	58
2020 Q2	$221K	Buy	+872	New	+$157K	0.13%	101

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

Parisi Gray Wealth Management's ZM Position: Q4 2021 in Review

Parisi Gray Wealth Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,020 shares — an estimated $273K sold.

Parisi Gray Wealth Management first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $622K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Parisi Gray Wealth Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,020 Zoom shares in Q4 2021, an estimated $273K.
Parisi Gray Wealth Management first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Parisi Gray Wealth Management's Zoom position peaked at $622K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.