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Proquility Private Wealth Partners’s Zoom ZM Stock Holding History

Proquility Private Wealth Partners’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
-528
Closed -$204K – 87
2021
Q2 		$204K Buy
+528
New +$176K 0.08% 86

Other funds holding ZM

T. Rowe Price Associates
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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

Proquility Private Wealth Partners's ZM Position: Q3 2021 in Review

Proquility Private Wealth Partners sold out of Zoom (ZM) in Q3 2021, closing a stake of 528 shares — an estimated $204K sold.

Proquility Private Wealth Partners first reported a position in ZM in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Proquility Private Wealth Partners reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Proquility Private Wealth Partners sold 528 Zoom shares in Q3 2021, an estimated $204K.
  • Proquility Private Wealth Partners first reported a position in Zoom in Q2 2021 and held it in 1 quarter.
  • Proquility Private Wealth Partners's Zoom position peaked at $204K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Proquility Private Wealth Partners's 13F filing for Q3 2021, filed 5 Nov 2021.