Private Advisory Group’s Zoom ZM Stock Holding History

Private Advisory Group’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 Q3	–	Sell	-560	Closed	-$217K	–	148
2021 Q2	$217K	Buy	+560	New	+$187K	0.05%	117
2020 Q4	–	Sell	-560	Closed	-$263K	–	131
2020 Q3	$263K	Buy	+560	New	+$179K	0.11%	97

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Private Advisory Group's ZM Position: Q3 2021 in Review

Private Advisory Group sold out of Zoom (ZM) in Q3 2021, closing a stake of 560 shares — an estimated $217K sold.

Private Advisory Group first reported a position in ZM in Q3 2020 and held it in 2 quarters. The position peaked at $263K in Q3 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Private Advisory Group reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Private Advisory Group sold 560 Zoom shares in Q3 2021, an estimated $217K.
Private Advisory Group first reported a position in Zoom in Q3 2020 and held it in 2 quarters.
Private Advisory Group's Zoom position peaked at $263K in Q3 2020.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Private Advisory Group's 13F filing for Q3 2021, filed 22 Oct 2021.