Strategic Wealth Partners’s Zoom ZM Stock Holding History

Strategic Wealth Partners’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 Q2	–	Sell	-1,115	Closed	-$358K	–	263
2021 Q1	$358K	Buy	+1,115	New	+$410K	0.14%	153

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Strategic Wealth Partners's ZM Position: Q2 2021 in Review

Strategic Wealth Partners sold out of Zoom (ZM) in Q2 2021, closing a stake of 1,115 shares — an estimated $358K sold.

Strategic Wealth Partners first reported a position in ZM in Q1 2021 and held it in 1 quarter. The position peaked at $358K in Q1 2021. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

Strategic Wealth Partners reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
Strategic Wealth Partners sold 1,115 Zoom shares in Q2 2021, an estimated $358K.
Strategic Wealth Partners first reported a position in Zoom in Q1 2021 and held it in 1 quarter.
Strategic Wealth Partners's Zoom position peaked at $358K in Q1 2021.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on Strategic Wealth Partners's 13F filing for Q2 2021, filed 25 Aug 2021.