Private Capital Advisors’s Zoom ZM Stock Holding History

Private 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
2021 Q2	–	Sell	-872	Closed	-$280K	–	106
2021 Q1	$280K	Hold	872	–	–	0.05%	84
2020 Q4	$294K	Buy	+872	New	+$389K	0.06%	77
2020 Q3	–	Sell	-2,000	Closed	-$507K	–	102
2020 Q2	$507K	Buy	+2,000	New	+$360K	0.13%	57

Other funds holding ZM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Private Capital Advisors's ZM Position: Q2 2021 in Review

Private Capital Advisors sold out of Zoom (ZM) in Q2 2021, closing a stake of 872 shares — an estimated $280K sold.

Private Capital Advisors first reported a position in ZM in Q2 2020 and held it in 3 quarters. The position peaked at $507K in Q2 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

Private Capital Advisors reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
Private Capital Advisors sold 872 Zoom shares in Q2 2021, an estimated $280K.
Private Capital Advisors first reported a position in Zoom in Q2 2020 and held it in 3 quarters.
Private Capital Advisors's Zoom position peaked at $507K in Q2 2020.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Private Capital Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.