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Professional Planning’s Zoom ZM Stock Holding History

Professional Planning’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 		$904K Sell
3,457
-493
-12% -$166K 0.43% 46
2021
Q2 		$1.53M Sell
3,950
-1,444
-27% -$481K 0.7% 29
2021
Q1 		$1.73M Sell
5,394
-1,113
-17% -$410K 0.85% 25
2020
Q4 		$2.19M Buy
+6,507
New +$2.9M 0.89% 22
2020
Q3 		– Sell
-5,437
Closed -$1.38M – 113
2020
Q2 		$1.38M Buy
+5,437
New +$978K 0.73% 29

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

Professional Planning's ZM Position: Q3 2021 in Review

Professional Planning reduced its Zoom (ZM) stake by 12% in Q3 2021, selling an estimated $166K and leaving 3,457 shares worth $904K. The position accounts for 0.43% of the portfolio, ranked #46.

Professional Planning first reported a position in ZM in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.19M in Q4 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Professional Planning held 3,457 shares of Zoom worth $904K as of Q3 2021.
  • Professional Planning sold 493 Zoom shares in Q3 2021, an estimated $166K.
  • Zoom made up 0.43% of Professional Planning's portfolio in Q3 2021, its #46 holding.
  • Professional Planning first reported a position in Zoom in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's Zoom position peaked at $2.19M in Q4 2020.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.