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Strategic Advisors’s Zoom ZM Stock Holding History

Strategic Advisors’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
-1,089
Closed -$284K – 202
2021
Q3 		$284K Buy
1,089
+300
+38% +$101K 0.06% 152
2021
Q2 		$305K Sell
789
-51
-6% -$17K 0.08% 134
2021
Q1 		$269K Sell
840
-94
-10% -$34.6K 0.08% 135
2020
Q4 		$319K Sell
934
-38
-4% -$16.9K 0.09% 125
2020
Q3 		$471K Buy
972
+19
+2% +$6.08K 0.16% 102
2020
Q2 		$248K Buy
+953
New +$171K 0.09% 127

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

Strategic Advisors's ZM Position: Q4 2021 in Review

Strategic Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,089 shares — an estimated $284K sold.

Strategic Advisors first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $471K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Strategic Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Strategic Advisors sold 1,089 Zoom shares in Q4 2021, an estimated $284K.
  • Strategic Advisors first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
  • Strategic Advisors's Zoom position peaked at $471K in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Strategic Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.