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Sowell Financial Services’s Zoom ZM Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-6,114
Closed -$1.79M – 2807
2021
Q1 		$1.79M Sell
6,114
-208
-3% -$76.6K 0.06% 270
2020
Q4 		$2.13M Buy
6,322
+475
+8% +$212K 0.09% 196
2020
Q3 		$2.75M Buy
5,847
+578
+11% +$185K 0.14% 132
2020
Q2 		$1.34M Buy
5,269
+3,211
+156% +$578K 0.07% 227
2020
Q1 		$301K Buy
2,058
+597
+41% +$58.9K 0.02% 541
2019
Q4 		$99K Buy
1,461
+141
+11% +$9.7K 0.01% 924
2019
Q3 		$101K Buy
+1,320
New +$119K 0.01% 830

Other funds holding ZM

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

Sowell Financial Services's ZM Position: Q2 2021 in Review

Sowell Financial Services sold out of Zoom (ZM) in Q2 2021, closing a stake of 6,114 shares — an estimated $1.79M sold.

Sowell Financial Services first reported a position in ZM in Q3 2019 and held it in 7 quarters. The position peaked at $2.75M in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

  • Sowell Financial Services reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,114 Zoom shares in Q2 2021, an estimated $1.79M.
  • Sowell Financial Services first reported a position in Zoom in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Zoom position peaked at $2.75M in Q3 2020.
  • 943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.