SFP
ZM icon

Sterling Financial Planning’s Zoom ZM Stock Holding History

Sterling Financial Planning’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
-31
Closed -$8K – 413
2021
Q3 		$8K Buy
31
+13
+72% +$4.38K 0.01% 341
2021
Q2 		$7K Hold
18
– – ﹤0.01% 329
2021
Q1 		$6K Hold
18
– – ﹤0.01% 310
2020
Q4 		$6K Buy
+18
New +$8.03K ﹤0.01% 291

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
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
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Sterling Financial Planning's ZM Position: Q4 2021 in Review

Sterling Financial Planning sold out of Zoom (ZM) in Q4 2021, closing a stake of 31 shares — an estimated $8K sold.

Sterling Financial Planning first reported a position in ZM in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Sterling Financial Planning reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 31 Zoom shares in Q4 2021, an estimated $8K.
  • Sterling Financial Planning first reported a position in Zoom in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Zoom position peaked at $8K in Q3 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.