RFA
ZM icon

Reilly Financial Advisors’s Zoom ZM Stock Holding History

Reilly Financial 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 		$32K Buy
176
+100
+132% +$23.5K ﹤0.01% 483
2021
Q3 		$20K Sell
76
-25
-25% -$8.43K ﹤0.01% 532
2021
Q2 		$39K Buy
101
+36
+55% +$12K ﹤0.01% 417
2021
Q1 		$21K Sell
65
-20
-24% -$7.36K ﹤0.01% 533
2020
Q4 		$29K Hold
85
– – ﹤0.01% 426
2020
Q3 		$40K Buy
85
+20
+31% +$6.4K ﹤0.01% 334
2020
Q2 		$16K Hold
65
– – ﹤0.01% 495
2020
Q1 		$9K Buy
+65
New +$6.41K ﹤0.01% 579

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Reilly Financial Advisors's ZM Position: Q4 2021 in Review

Reilly Financial Advisors increased its Zoom (ZM) stake by 132% in Q4 2021, buying an estimated $23.5K and bringing the position to 176 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Reilly Financial Advisors first reported a position in ZM in Q1 2020 and has held it in 8 quarters since. The position peaked at $40K in Q3 2020. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Reilly Financial Advisors held 176 shares of Zoom worth $32K as of Q4 2021.
  • Reilly Financial Advisors bought 100 Zoom shares in Q4 2021, an estimated $23.5K.
  • Zoom made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #483 holding.
  • Reilly Financial Advisors first reported a position in Zoom in Q1 2020 and has held it in 8 quarters since.
  • Reilly Financial Advisors's Zoom position peaked at $40K in Q3 2020.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.