Sowa Financial Group’s Zoom ZM Stock Holding History

Sowa Financial Group’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	-1,427	Closed	-$262K	–	73
2021 Q4	$262K	Hold	1,427	–	–	0.15%	60
2021 Q3	$373K	Buy	1,427 +200	+16%	+$67.4K	0.24%	48
2021 Q2	$475K	Hold	1,227	–	–	0.35%	39
2021 Q1	$394K	Hold	1,227	–	–	0.28%	45
2020 Q4	$414K	Buy	1,227 +50	+4%	+$22.3K	0.28%	41
2020 Q3	$553K	Buy	1,177 +430	+58%	+$138K	0.4%	36
2020 Q2	$189K	Buy	747 +680	+1,015%	+$122K	0.14%	65
2020 Q1	$10K	Buy	+67	New	+$6.61K	0.01%	210

Other funds holding ZM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowa Financial Group's ZM Position: Q1 2022 in Review

Sowa Financial Group sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,427 shares — an estimated $262K sold.

Sowa Financial Group first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $553K in Q3 2020. 767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Sowa Financial Group reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Sowa Financial Group sold 1,427 Zoom shares in Q1 2022, an estimated $262K.
Sowa Financial Group first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
Sowa Financial Group's Zoom position peaked at $553K in Q3 2020.
767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Sowa Financial Group's 13F filing for Q1 2022, filed 28 Apr 2022.