Sanford Advisory Services’s Zoom ZM Stock Holding History

Sanford Advisory Services’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
2022 Q1	–	Sell	-1,260	Closed	-$2.37M	–	117
2021 Q4	$2.37M	Hold	1,260	–	–	0.53%	25
2021 Q3	$329K	Hold	1,260	–	–	0.08%	82
2021 Q2	$488K	Hold	1,260	–	–	0.13%	63
2021 Q1	$405K	Sell	1,260 -100	-7%	-$36.8K	0.11%	72
2020 Q4	$458K	Buy	+1,360	New	+$606K	0.15%	59

Other funds holding ZM

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanford Advisory Services's ZM Position: Q1 2022 in Review

Sanford Advisory Services sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,260 shares — an estimated $2.37M sold.

Sanford Advisory Services first reported a position in ZM in Q4 2020 and held it in 5 quarters. The position peaked at $2.37M in Q4 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Sanford Advisory Services reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Sanford Advisory Services sold 1,260 Zoom shares in Q1 2022, an estimated $2.37M.
Sanford Advisory Services first reported a position in Zoom in Q4 2020 and held it in 5 quarters.
Sanford Advisory Services's Zoom position peaked at $2.37M in Q4 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Sanford Advisory Services's 13F filing for Q1 2022, filed 28 Jul 2022.