Rather & Kittrell’s Zoom ZM Stock Holding History

Rather & Kittrell’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 Q1	–	Sell	-7	Closed	-$1K	–	324
2021 Q4	$1K	Buy	+7	New	+$1.65K	﹤0.01%	310

Other funds holding ZM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rather & Kittrell's ZM Position: Q1 2022 in Review

Rather & Kittrell sold out of Zoom (ZM) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Rather & Kittrell first reported a position in ZM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Rather & Kittrell reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 7 Zoom shares in Q1 2022, an estimated $1K.
Rather & Kittrell first reported a position in Zoom in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Zoom position peaked at $1K in Q4 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.