Smith Group Asset Management’s Zoom ZM Stock Holding History

Smith Group Asset Management’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	-430	Closed	-$112K	–	367
2021 Q4	$112K	Hold	430	–	–	0.01%	163
2021 Q3	$112K	Hold	430	–	–	0.01%	163
2021 Q2	$166K	Buy	+430	New	+$143K	0.01%	148

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

Smith Group Asset Management's ZM Position: Q1 2022 in Review

Smith Group Asset Management sold out of Zoom (ZM) in Q1 2022, closing a stake of 430 shares — an estimated $112K sold.

Smith Group Asset Management first reported a position in ZM in Q2 2021 and held it in 3 quarters. The position peaked at $166K in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Smith Group Asset Management reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Smith Group Asset Management sold 430 Zoom shares in Q1 2022, an estimated $112K.
Smith Group Asset Management first reported a position in Zoom in Q2 2021 and held it in 3 quarters.
Smith Group Asset Management's Zoom position peaked at $166K in Q2 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Smith Group Asset Management's 13F filing for Q1 2022, filed 5 May 2022.