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Personal Capital Advisors’s Zoom ZM Stock Holding History

Personal Capital 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
-1,666
Closed -$296K – 561
2021
Q4 		$296K Buy
1,666
+358
+27% +$84.2K ﹤0.01% 442
2021
Q3 		$342K Buy
1,308
+13
+1% +$4.38K ﹤0.01% 377
2021
Q2 		$501K Buy
1,295
+309
+31% +$103K ﹤0.01% 310
2021
Q1 		$317K Sell
986
-68
-6% -$25K ﹤0.01% 373
2020
Q4 		$356K Buy
1,054
+135
+15% +$60.2K ﹤0.01% 347
2020
Q3 		$432K Buy
+919
New +$294K ﹤0.01% 297

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

Personal Capital Advisors's ZM Position: Q1 2022 in Review

Personal Capital Advisors sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,666 shares — an estimated $296K sold.

Personal Capital Advisors first reported a position in ZM in Q3 2020 and held it in 6 quarters. The position peaked at $501K in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Personal Capital Advisors reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 1,666 Zoom shares in Q1 2022, an estimated $296K.
  • Personal Capital Advisors first reported a position in Zoom in Q3 2020 and held it in 6 quarters.
  • Personal Capital Advisors's Zoom position peaked at $501K in Q2 2021.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.