STALEY CAPITAL ADVISERS’s Zoom ZM Stock Holding History

STALEY CAPITAL ADVISERS’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 Q4	–	Sell	-820	Closed	-$214K	–	192
2021 Q3	$214K	Sell	820 -100	-11%	-$33.7K	0.01%	171
2021 Q2	$356K	Hold	920	–	–	0.02%	144
2021 Q1	$296K	Hold	920	–	–	0.02%	150
2020 Q4	$310K	Hold	920	–	–	0.02%	145
2020 Q3	$433K	Hold	920	–	–	0.03%	122
2020 Q2	$233K	Buy	+920	New	+$166K	0.02%	140

Other funds holding ZM

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

STALEY CAPITAL ADVISERS's ZM Position: Q4 2021 in Review

STALEY CAPITAL ADVISERS sold out of Zoom (ZM) in Q4 2021, closing a stake of 820 shares — an estimated $214K sold.

STALEY CAPITAL ADVISERS first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $433K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

STALEY CAPITAL ADVISERS reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 820 Zoom shares in Q4 2021, an estimated $214K.
STALEY CAPITAL ADVISERS first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
STALEY CAPITAL ADVISERS's Zoom position peaked at $433K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q4 2021, filed 8 Feb 2022.