RMR Wealth Builders’s Zoom ZM Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-309	Closed	-$99K	–	734
2021 Q1	$99K	Buy	+309	New	+$114K	0.03%	271
2020 Q4	–	Sell	-532	Closed	-$250K	–	559
2020 Q3	$250K	Buy	+532	New	+$170K	0.06%	174

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RMR Wealth Builders's ZM Position: Q2 2021 in Review

RMR Wealth Builders sold out of Zoom (ZM) in Q2 2021, closing a stake of 309 shares — an estimated $99K sold.

RMR Wealth Builders first reported a position in ZM in Q3 2020 and held it in 2 quarters. The position peaked at $250K in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

RMR Wealth Builders reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 309 Zoom shares in Q2 2021, an estimated $99K.
RMR Wealth Builders first reported a position in Zoom in Q3 2020 and held it in 2 quarters.
RMR Wealth Builders's Zoom position peaked at $250K in Q3 2020.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.