Retirement Group’s Zoom ZM Stock Holding History

Retirement Group’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	-7	Closed	-$3K	–	716
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	551
2021 Q1	$2K	Sell	7 -12	-63%	-$4.42K	﹤0.01%	652
2020 Q4	$6K	Buy	19 +7	+58%	+$3.12K	﹤0.01%	493
2020 Q3	$6K	Buy	+12	New	+$3.84K	﹤0.01%	477

Other funds holding ZM

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

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

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

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Retirement Group's ZM Position: Q3 2021 in Review

Retirement Group sold out of Zoom (ZM) in Q3 2021, closing a stake of 7 shares — an estimated $3K sold.

Retirement Group first reported a position in ZM in Q3 2020 and held it in 4 quarters. The position peaked at $6K in Q4 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Retirement Group reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Retirement Group sold 7 Zoom shares in Q3 2021, an estimated $3K.
Retirement Group first reported a position in Zoom in Q3 2020 and held it in 4 quarters.
Retirement Group's Zoom position peaked at $6K in Q4 2020.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Retirement Group's 13F filing for Q3 2021, filed 16 Nov 2021.