Titus Wealth Management’s Zoom ZM Stock Holding History

Titus Wealth Management’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	-1,373	Closed	-$359K	–	179
2021 Q3	$359K	Buy	1,373 +688	+100%	+$232K	0.19%	90
2021 Q2	$265K	Buy	+685	New	+$228K	0.14%	121

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

AIM

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Titus Wealth Management's ZM Position: Q4 2021 in Review

Titus Wealth Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,373 shares — an estimated $359K sold.

Titus Wealth Management first reported a position in ZM in Q2 2021 and held it in 2 quarters. The position peaked at $359K in Q3 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Titus Wealth Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Titus Wealth Management sold 1,373 Zoom shares in Q4 2021, an estimated $359K.
Titus Wealth Management first reported a position in Zoom in Q2 2021 and held it in 2 quarters.
Titus Wealth Management's Zoom position peaked at $359K in Q3 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Titus Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.