Private Capital Group’s Zoom ZM Stock Holding History

Private Capital 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
2022 Q2	$29K	Buy	268 +8	+3%	+$844	0.02%	685
2022 Q1	$31K	Buy	260 +184	+242%	+$25K	0.01%	847
2021 Q4	$14K	Sell	76 -155	-67%	-$36.4K	﹤0.01%	1192
2021 Q3	$60K	Sell	231 -37	-14%	-$12.5K	0.01%	601
2021 Q2	$104K	Buy	268 +57	+27%	+$19K	0.02%	404
2021 Q1	$68K	Buy	211 +108	+105%	+$39.8K	0.02%	520
2020 Q4	$35K	Hold	103	–	–	0.01%	962
2020 Q3	$48K	Buy	103 +29	+39%	+$9.27K	0.01%	737
2020 Q2	$19K	Hold	74	–	–	﹤0.01%	1127
2020 Q1	$11K	Buy	74 +9	+14%	+$888	﹤0.01%	1253
2019 Q4	$4K	Hold	65	–	–	﹤0.01%	1577
2019 Q3	$5K	Buy	+65	New	+$5.86K	﹤0.01%	1690

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Private Capital Group's ZM Position: Q2 2022 in Review

Private Capital Group increased its Zoom (ZM) stake by 3.1% in Q2 2022, buying an estimated $844 and bringing the position to 268 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #685.

Private Capital Group first reported a position in ZM in Q3 2019 and has held it in 12 quarters since. The position peaked at $104K in Q2 2021. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Private Capital Group held 268 shares of Zoom worth $29K as of Q2 2022.
Private Capital Group bought 8 Zoom shares in Q2 2022, an estimated $844.
Zoom made up 0.02% of Private Capital Group's portfolio in Q2 2022, its #685 holding.
Private Capital Group first reported a position in Zoom in Q3 2019 and has held it in 12 quarters since.
Private Capital Group's Zoom position peaked at $104K in Q2 2021.
754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.