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Sonora Investment Management’s Zoom ZM Stock Holding History

Sonora Investment 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
2021
Q3 		$31K Hold
120
– – ﹤0.01% 524
2021
Q2 		$46K Buy
120
+100
+500% +$33.3K 0.01% 410
2021
Q1 		$6K Hold
20
– – ﹤0.01% 1468
2020
Q4 		$7K Buy
+20
New +$8.92K ﹤0.01% 1368

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sonora Investment Management's ZM Position: Q3 2021 in Review

Sonora Investment Management held its Zoom (ZM) position steady in Q3 2021 at 120 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Sonora Investment Management first reported a position in ZM in Q4 2020 and has held it in 4 quarters since. The position peaked at $46K in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Sonora Investment Management held 120 shares of Zoom worth $31K as of Q3 2021.
  • Sonora Investment Management left its Zoom share count unchanged in Q3 2021.
  • Zoom made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #524 holding.
  • Sonora Investment Management first reported a position in Zoom in Q4 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's Zoom position peaked at $46K in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.