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Rational Advisors’s Zoom ZM Stock Holding History

Rational 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
-3,070
Closed -$803K – 211
2021
Q3 		$803K Buy
3,070
+975
+47% +$329K 0.06% 111
2021
Q2 		$811K Sell
2,095
-305
-13% -$102K 0.1% 102
2021
Q1 		$771K Sell
2,400
-1,645
-41% -$605K 0.14% 114
2020
Q4 		$1.36M Sell
4,045
-145
-3% -$64.6K 0.37% 55
2020
Q3 		$1.97M Buy
4,190
+90
+2% +$28.8K 0.84% 30
2020
Q2 		$1.04M Buy
4,100
+400
+11% +$72K 0.54% 67
2020
Q1 		$541K Buy
+3,700
New +$365K 0.39% 70

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

Rational Advisors's ZM Position: Q4 2021 in Review

Rational Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 3,070 shares — an estimated $803K sold.

Rational Advisors first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $1.97M in Q3 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Rational Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Rational Advisors sold 3,070 Zoom shares in Q4 2021, an estimated $803K.
  • Rational Advisors first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • Rational Advisors's Zoom position peaked at $1.97M in Q3 2020.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Rational Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.