PFA
ZM icon

Pinnacle Family Advisors’s Zoom ZM Stock Holding History

Pinnacle Family 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
Q1 		– Sell
-2,035
Closed -$686K – 155
2020
Q4 		$686K Buy
2,035
+755
+59% +$337K 0.42% 52
2020
Q3 		$602K Hold
1,280
– – 0.41% 38
2020
Q2 		$325K Buy
+1,280
New +$230K 0.28% 51
2019
Q4 		– Sell
-3,100
Closed -$236K – 86
2019
Q3 		$236K Hold
3,100
– – 0.21% 70
2019
Q2 		$275K Buy
+3,100
New +$255K 0.23% 68

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 $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
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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Family Advisors's ZM Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of Zoom (ZM) in Q1 2021, closing a stake of 2,035 shares — an estimated $686K sold.

Pinnacle Family Advisors first reported a position in ZM in Q2 2019 and held it in 5 quarters. The position peaked at $686K in Q4 2020. 930 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

  • Pinnacle Family Advisors reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 2,035 Zoom shares in Q1 2021, an estimated $686K.
  • Pinnacle Family Advisors first reported a position in Zoom in Q2 2019 and held it in 5 quarters.
  • Pinnacle Family Advisors's Zoom position peaked at $686K in Q4 2020.
  • 930 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.