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RPG Investment Advisory’s Zoom ZM Stock Holding History

RPG Investment Advisory’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
-52
Closed -$14K – 338
2021
Q3 		$14K Hold
52
– – ﹤0.01% 196
2021
Q2 		$20K Hold
52
– – ﹤0.01% 179
2021
Q1 		$17K Hold
52
– – ﹤0.01% 187
2020
Q4 		$18K Hold
52
– – ﹤0.01% 172
2020
Q3 		$24K Buy
52
+22
+73% +$7.04K 0.01% 133
2020
Q2 		$8K Buy
30
+10
+50% +$1.8K ﹤0.01% 213
2020
Q1 		$3K Buy
+20
New +$1.97K ﹤0.01% 235

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 $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

RPG Investment Advisory's ZM Position: Q4 2021 in Review

RPG Investment Advisory sold out of Zoom (ZM) in Q4 2021, closing a stake of 52 shares — an estimated $14K sold.

RPG Investment Advisory first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $24K in Q3 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • RPG Investment Advisory reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • RPG Investment Advisory sold 52 Zoom shares in Q4 2021, an estimated $14K.
  • RPG Investment Advisory first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • RPG Investment Advisory's Zoom position peaked at $24K in Q3 2020.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.