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Procyon Advisors’s Zoom ZM Stock Holding History

Procyon 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
Q3 		– Sell
-616
Closed -$238K – 328
2021
Q2 		$238K Sell
616
-861
-58% -$287K 0.06% 259
2021
Q1 		$475K Sell
1,477
-4
-0.3% -$1.47K 0.21% 119
2020
Q4 		$500K Sell
1,481
-171
-10% -$76.2K 0.24% 105
2020
Q3 		$777K Sell
1,652
-423
-20% -$135K 0.43% 67
2020
Q2 		$526K Buy
2,075
+112
+6% +$20.2K 0.28% 78
2020
Q1 		$287K Buy
1,963
+222
+13% +$21.9K 0.19% 108
2019
Q4 		$118K Buy
+1,741
New +$120K 0.07% 245

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Procyon Advisors's ZM Position: Q3 2021 in Review

Procyon Advisors sold out of Zoom (ZM) in Q3 2021, closing a stake of 616 shares — an estimated $238K sold.

Procyon Advisors first reported a position in ZM in Q4 2019 and held it in 7 quarters. The position peaked at $777K in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Procyon Advisors reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Procyon Advisors sold 616 Zoom shares in Q3 2021, an estimated $238K.
  • Procyon Advisors first reported a position in Zoom in Q4 2019 and held it in 7 quarters.
  • Procyon Advisors's Zoom position peaked at $777K in Q3 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Procyon Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.