SBIA
ZM icon

Sheaff Brock Investment Advisors’s Zoom ZM Stock Holding History

Sheaff Brock 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
2022
Q1 		– Sell
-1,187
Closed -$219K – 577
2021
Q4 		$219K Sell
1,187
-404
-25% -$95K 0.01% 469
2021
Q3 		$416K Sell
1,591
-151
-9% -$50.9K 0.03% 304
2021
Q2 		$675K Sell
1,742
-175
-9% -$58.3K 0.05% 218
2021
Q1 		$615K Buy
1,917
+182
+10% +$67K 0.05% 218
2020
Q4 		$585K Sell
1,735
-456
-21% -$203K 0.05% 211
2020
Q3 		$1.03M Buy
2,191
+126
+6% +$40.3K 0.09% 129
2020
Q2 		$524K Buy
2,065
+335
+19% +$60.3K 0.05% 216
2020
Q1 		$253K Buy
+1,730
New +$171K 0.03% 297

Other funds holding ZM

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sheaff Brock Investment Advisors's ZM Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,187 shares — an estimated $219K sold.

Sheaff Brock Investment Advisors first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $1.03M in Q3 2020. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Sheaff Brock Investment Advisors reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,187 Zoom shares in Q1 2022, an estimated $219K.
  • Sheaff Brock Investment Advisors first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
  • Sheaff Brock Investment Advisors's Zoom position peaked at $1.03M in Q3 2020.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.