Spearhead Capital Advisors’s Zoom ZM Stock Holding History

Spearhead Capital Advisors’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 Q2	–	Sell	-1,709	Closed	-$200K	–	214
2022 Q1	$200K	Buy	1,709 +495	+41%	+$67.3K	0.02%	189
2021 Q4	$223K	Buy	1,214 +17	+1%	+$4K	0.03%	165
2021 Q3	$313K	Sell	1,197 -7	-0.6%	-$2.36K	0.04%	148
2021 Q2	$466K	Buy	1,204 +174	+17%	+$57.9K	0.06%	115
2021 Q1	$331K	Buy	+1,030	New	+$379K	0.05%	141

Other funds holding ZM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $175B AUM 40.63% 1-Year Est. Return

Spearhead Capital Advisors's ZM Position: Q2 2022 in Review

Spearhead Capital Advisors sold out of Zoom (ZM) in Q2 2022, closing a stake of 1,709 shares — an estimated $200K sold.

Spearhead Capital Advisors first reported a position in ZM in Q1 2021 and held it in 5 quarters. The position peaked at $466K in Q2 2021. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Spearhead Capital Advisors reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 1,709 Zoom shares in Q2 2022, an estimated $200K.
Spearhead Capital Advisors first reported a position in Zoom in Q1 2021 and held it in 5 quarters.
Spearhead Capital Advisors's Zoom position peaked at $466K in Q2 2021.
754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Spearhead Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.