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Prio Wealth Limited Partnership’s Zoom ZM Stock Holding History

Prio Wealth Limited Partnership’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
-930
Closed -$243K – 278
2021
Q3 		$243K Hold
930
– – 0.01% 248
2021
Q2 		$360K Hold
930
– – 0.01% 223
2021
Q1 		$299K Hold
930
– – 0.01% 239
2020
Q4 		$314K Sell
930
-100
-10% -$44.6K 0.01% 232
2020
Q3 		$484K Hold
1,030
– – 0.02% 172
2020
Q2 		$261K Buy
+1,030
New +$185K 0.01% 223

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

Prio Wealth Limited Partnership's ZM Position: Q4 2021 in Review

Prio Wealth Limited Partnership sold out of Zoom (ZM) in Q4 2021, closing a stake of 930 shares — an estimated $243K sold.

Prio Wealth Limited Partnership first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $484K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Prio Wealth Limited Partnership reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 930 Zoom shares in Q4 2021, an estimated $243K.
  • Prio Wealth Limited Partnership first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
  • Prio Wealth Limited Partnership's Zoom position peaked at $484K in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2021, filed 17 Feb 2022.