Stephens Inc’s Zoom ZM Stock Holding History

Stephens Inc’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	–	Sell	-547	Closed	-$212K	–	1404
2021 Q2	$212K	Sell	547 -98	-15%	-$32.6K	﹤0.01%	1183
2021 Q1	$207K	Buy	+645	New	+$237K	﹤0.01%	1157
2020 Q4	–	Sell	-890	Closed	-$418K	–	1275
2020 Q3	$418K	Sell	890 -420	-32%	-$134K	0.01%	774
2020 Q2	$332K	Buy	+1,310	New	+$236K	0.01%	811
2020 Q1	–	Sell	-9,790	Closed	-$666K	–	1216
2019 Q4	$666K	Buy	+9,790	New	+$674K	0.01%	653

Other funds holding ZM

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

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

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

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

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Stephens Inc's ZM Position: Q3 2021 in Review

Stephens Inc sold out of Zoom (ZM) in Q3 2021, closing a stake of 547 shares — an estimated $212K sold.

Stephens Inc first reported a position in ZM in Q4 2019 and held it in 5 quarters. The position peaked at $666K in Q4 2019. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Stephens Inc reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Stephens Inc sold 547 Zoom shares in Q3 2021, an estimated $212K.
Stephens Inc first reported a position in Zoom in Q4 2019 and held it in 5 quarters.
Stephens Inc's Zoom position peaked at $666K in Q4 2019.
873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Stephens Inc's 13F filing for Q3 2021, filed 27 Oct 2021.