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Perennial Investment Advisors’s Zoom ZM Stock Holding History

Perennial 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
Q2 		– Sell
-624
Closed -$200K – 232
2021
Q1 		$200K Buy
+624
New +$230K 0.08% 192
2020
Q4 		– Sell
-1,352
Closed -$636K – 185
2020
Q3 		$636K Buy
+1,352
New +$432K 0.32% 71

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Perennial Investment Advisors's ZM Position: Q2 2021 in Review

Perennial Investment Advisors sold out of Zoom (ZM) in Q2 2021, closing a stake of 624 shares — an estimated $200K sold.

Perennial Investment Advisors first reported a position in ZM in Q3 2020 and held it in 2 quarters. The position peaked at $636K in Q3 2020. 944 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

  • Perennial Investment Advisors reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
  • Perennial Investment Advisors sold 624 Zoom shares in Q2 2021, an estimated $200K.
  • Perennial Investment Advisors first reported a position in Zoom in Q3 2020 and held it in 2 quarters.
  • Perennial Investment Advisors's Zoom position peaked at $636K in Q3 2020.
  • 944 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Perennial Investment Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.