TFO
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Tarbox Family Office’s Zoom ZM Stock Holding History

Tarbox Family Office’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
2022
Q1 		– Sell
-3
Closed -$1K – 1158
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1079
2021
Q3 		$1K Sell
3
-9
-75% -$3.03K ﹤0.01% 1125
2021
Q2 		$5K Sell
12
-4
-25% -$1.33K ﹤0.01% 666
2021
Q1 		$5K Buy
16
+9
+129% +$3.31K ﹤0.01% 592
2020
Q4 		$2K Sell
7
-5
-42% -$2.23K ﹤0.01% 916
2020
Q3 		$6K Buy
12
+8
+200% +$2.56K ﹤0.01% 464
2020
Q2 		$1K Buy
+4
New +$720 ﹤0.01% 1088

Other funds holding ZM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tarbox Family Office's ZM Position: Q1 2022 in Review

Tarbox Family Office sold out of Zoom (ZM) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $6K in Q3 2020. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Tarbox Family Office reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Tarbox Family Office sold 3 Zoom shares in Q1 2022, an estimated $1K.
  • Tarbox Family Office first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
  • Tarbox Family Office's Zoom position peaked at $6K in Q3 2020.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.