Smith Anglin Financial’s Zoom ZM Stock Holding History

Smith Anglin Financial’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 Q3	–	Sell	-774	Closed	-$300K	–	151
2021 Q2	$300K	Hold	774	–	–	0.06%	111
2021 Q1	$249K	Sell	774 -10	-1%	-$3.68K	0.05%	117
2020 Q4	$264K	Buy	+784	New	+$350K	0.05%	106

Other funds holding ZM

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

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

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

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

AIM

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

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

Smith Anglin Financial's ZM Position: Q3 2021 in Review

Smith Anglin Financial sold out of Zoom (ZM) in Q3 2021, closing a stake of 774 shares — an estimated $300K sold.

Smith Anglin Financial first reported a position in ZM in Q4 2020 and held it in 3 quarters. The position peaked at $300K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Smith Anglin Financial reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Smith Anglin Financial sold 774 Zoom shares in Q3 2021, an estimated $300K.
Smith Anglin Financial first reported a position in Zoom in Q4 2020 and held it in 3 quarters.
Smith Anglin Financial's Zoom position peaked at $300K in Q2 2021.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Smith Anglin Financial's 13F filing for Q3 2021, filed 20 Oct 2021.