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Strategic Blueprint’s Zoom ZM Stock Holding History

Strategic Blueprint’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
-146
Closed -$57K – 1361
2021
Q2 		$57K Buy
+146
New +$48.6K 0.01% 584
2020
Q4 		– Sell
-559
Closed -$263K – 267
2020
Q3 		$263K Sell
559
-1,111
-67% -$355K 0.08% 182
2020
Q2 		$423K Sell
1,670
-229
-12% -$41.2K 0.15% 100
2020
Q1 		$277K Buy
+1,899
New +$187K 0.16% 92

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Strategic Blueprint's ZM Position: Q3 2021 in Review

Strategic Blueprint sold out of Zoom (ZM) in Q3 2021, closing a stake of 146 shares — an estimated $57K sold.

Strategic Blueprint first reported a position in ZM in Q1 2020 and held it in 4 quarters. The position peaked at $423K in Q2 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Strategic Blueprint reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 146 Zoom shares in Q3 2021, an estimated $57K.
  • Strategic Blueprint first reported a position in Zoom in Q1 2020 and held it in 4 quarters.
  • Strategic Blueprint's Zoom position peaked at $423K in Q2 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.