PL
ZM icon

Plancorp LLC’s Zoom ZM Stock Holding History

Plancorp LLC’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
-12,640
Closed -$3.31M – 247
2021
Q3 		$3.31M Sell
12,640
-19,095
-60% -$6.44M 0.23% 37
2021
Q2 		$12.3M Sell
31,735
-43
-0.1% -$14.3K 0.96% 14
2021
Q1 		$10.2M Sell
31,778
-38
-0.1% -$14K 2.25% 10
2020
Q4 		$10.7M Buy
31,816
+58
+0.2% +$25.9K 2.64% 7
2020
Q3 		$14.9M Sell
31,758
-2,892
-8% -$925K 4.53% 5
2020
Q2 		$8.79M Sell
34,650
-29,900
-46% -$5.38M 2.65% 7
2020
Q1 		$9.43M Sell
64,550
-22,500
-26% -$2.22M 3.65% 7
2019
Q4 		$5.92M Buy
+87,050
New +$5.99M 1.81% 12

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Plancorp LLC's ZM Position: Q4 2021 in Review

Plancorp LLC sold out of Zoom (ZM) in Q4 2021, closing a stake of 12,640 shares — an estimated $3.31M sold.

Plancorp LLC first reported a position in ZM in Q4 2019 and held it in 8 quarters. The position peaked at $14.9M in Q3 2020. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Plancorp LLC reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Plancorp LLC sold 12,640 Zoom shares in Q4 2021, an estimated $3.31M.
  • Plancorp LLC first reported a position in Zoom in Q4 2019 and held it in 8 quarters.
  • Plancorp LLC's Zoom position peaked at $14.9M in Q3 2020.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Plancorp LLC's 13F filing for Q4 2021, filed 11 Feb 2022.