TLWM Financial’s Zoom ZM Stock Holding History

TLWM Financial’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	-1,316	Closed	-$344K	–	67
2021 Q3	$344K	Buy	1,316 +53	+4%	+$17.9K	0.13%	58
2021 Q2	$479K	Buy	1,263 +22	+2%	+$7.33K	0.17%	57
2021 Q1	$402K	Buy	+1,241	New	+$457K	0.15%	62

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

TLWM Financial's ZM Position: Q4 2021 in Review

TLWM Financial sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,316 shares — an estimated $344K sold.

TLWM Financial first reported a position in ZM in Q1 2021 and held it in 3 quarters. The position peaked at $479K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

TLWM Financial reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
TLWM Financial sold 1,316 Zoom shares in Q4 2021, an estimated $344K.
TLWM Financial first reported a position in Zoom in Q1 2021 and held it in 3 quarters.
TLWM Financial's Zoom position peaked at $479K in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on TLWM Financial's 13F filing for Q4 2021, filed 4 Feb 2022.