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Stonebridge Financial Planning Group’s Zoom ZM Stock Holding History

Stonebridge Financial Planning Group’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
-5
Closed -$2K – 435
2021
Q2 		$2K Hold
5
– – ﹤0.01% 406
2021
Q1 		$2K Sell
5
-100
-95% -$36.8K ﹤0.01% 411
2020
Q4 		$35K Buy
105
+5
+5% +$2.23K 0.02% 230
2020
Q3 		$56K Sell
100
-100
-50% -$32K 0.04% 171
2020
Q2 		$52K Buy
+200
New +$36K 0.04% 176

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stonebridge Financial Planning Group's ZM Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of Zoom (ZM) in Q3 2021, closing a stake of 5 shares — an estimated $2K sold.

Stonebridge Financial Planning Group first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $56K in Q3 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 5 Zoom shares in Q3 2021, an estimated $2K.
  • Stonebridge Financial Planning Group first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's Zoom position peaked at $56K in Q3 2020.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.