RCA
ZM icon

Ranch Capital Advisors’s Zoom ZM Stock Holding History

Ranch 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
Q4 		– Sell
-77
Closed -$20K – 617
2021
Q3 		$20K Hold
77
– – 0.01% 379
2021
Q2 		$29K Hold
77
– – 0.02% 412
2021
Q1 		$24K Hold
77
– – 0.02% 431
2020
Q4 		$25K Buy
77
+39
+103% +$17.4K 0.02% 418
2020
Q3 		$36K Sell
38
-39
-51% -$12.5K 0.03% 338
2020
Q2 		$19K Hold
77
– – 0.01% 487
2020
Q1 		$11K Buy
+77
New +$7.6K 0.01% 575

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ranch Capital Advisors's ZM Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 77 shares — an estimated $20K sold.

Ranch Capital Advisors first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $36K in Q3 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 77 Zoom shares in Q4 2021, an estimated $20K.
  • Ranch Capital Advisors first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • Ranch Capital Advisors's Zoom position peaked at $36K in Q3 2020.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.