T
ZM icon

TCWP’s Zoom ZM Stock Holding History

TCWP’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
Q2 		– Sell
-152
Closed -$17K – 1805
2022
Q1 		$17K Buy
+152
New +$20.7K ﹤0.01% 742

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

TCWP's ZM Position: Q2 2022 in Review

TCWP sold out of Zoom (ZM) in Q2 2022, closing a stake of 152 shares — an estimated $17K sold.

TCWP first reported a position in ZM in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • TCWP reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 152 Zoom shares in Q2 2022, an estimated $17K.
  • TCWP first reported a position in Zoom in Q1 2022 and held it in 1 quarter.
  • TCWP's Zoom position peaked at $17K in Q1 2022.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.