TCWM
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Total Clarity Wealth Management’s Zoom ZM Stock Holding History

Total Clarity 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
-34
Closed -$9K – 1070
2021
Q3 		$9K Buy
+34
New +$11.5K ﹤0.01% 720
2021
Q2 		– Sell
-15
Closed -$5K – 775
2021
Q1 		$5K Buy
+15
New +$5.52K ﹤0.01% 706

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Total Clarity Wealth Management's ZM Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 34 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in ZM in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 34 Zoom shares in Q4 2021, an estimated $9K.
  • Total Clarity Wealth Management first reported a position in Zoom in Q1 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Zoom position peaked at $9K in Q3 2021.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.