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StoneX Group’s Zoom ZM Stock Holding History

StoneX 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
Q4 		– Sell
-3,239
Closed -$847K – 609
2021
Q3 		$847K Sell
3,239
-174
-5% -$58.7K 0.12% 179
2021
Q2 		$1.32M Sell
3,413
-5
-0.1% -$1.67K 0.2% 111
2021
Q1 		$1.1M Sell
3,418
-161
-4% -$59.3K 0.2% 101
2020
Q4 		$1.21M Sell
3,579
-17
-0.5% -$7.58K 0.27% 71
2020
Q3 		$1.69M Sell
3,596
-941
-21% -$301K 0.54% 37
2020
Q2 		$1.15M Sell
4,537
-1,962
-30% -$353K 0.44% 52
2020
Q1 		$950K Buy
+6,499
New +$641K 0.5% 49
2019
Q3 		– Sell
-2,270
Closed -$202K – 272
2019
Q2 		$202K Buy
+2,270
New +$187K 0.13% 230

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

StoneX Group's ZM Position: Q4 2021 in Review

StoneX Group sold out of Zoom (ZM) in Q4 2021, closing a stake of 3,239 shares — an estimated $847K sold.

StoneX Group first reported a position in ZM in Q2 2019 and held it in 8 quarters. The position peaked at $1.69M in Q3 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • StoneX Group reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • StoneX Group sold 3,239 Zoom shares in Q4 2021, an estimated $847K.
  • StoneX Group first reported a position in Zoom in Q2 2019 and held it in 8 quarters.
  • StoneX Group's Zoom position peaked at $1.69M in Q3 2020.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on StoneX Group's 13F filing for Q4 2021, filed 10 Feb 2022.