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Schwarz Dygos Wheeler Investment Advisors’s Zoom ZM Stock Holding History

Schwarz Dygos Wheeler Investment 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 		– Sell
-919
Closed -$240K – 140
2021
Q3 		$240K Buy
919
+5
+0.5% +$1.69K 0.09% 118
2021
Q2 		$354K Buy
914
+26
+3% +$8.66K 0.13% 94
2021
Q1 		$285K Hold
888
– – 0.12% 98
2020
Q4 		$300K Buy
888
+5
+0.6% +$2.23K 0.14% 84
2020
Q3 		$415K Buy
883
+8
+0.9% +$2.56K 0.23% 67
2020
Q2 		$228K Buy
+875
New +$157K 0.15% 79

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 $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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's ZM Position: Q4 2021 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 919 shares — an estimated $240K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $415K in Q3 2020. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 919 Zoom shares in Q4 2021, an estimated $240K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Zoom position peaked at $415K in Q3 2020.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.