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tru Independence’s Zoom ZM Stock Holding History

tru Independence’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
Q1 		– Sell
-94
Closed -$32 – 730
2020
Q4 		$32 Buy
+94
New +$41.9K ﹤0.01% 515
2020
Q3 		– Sell
-150
Closed -$38K – 872
2020
Q2 		$38K Sell
150
-41
-21% -$7.38K 0.01% 413
2020
Q1 		$28K Hold
191
– – ﹤0.01% 354
2019
Q4 		$28K Buy
+191
New +$13.1K ﹤0.01% 443

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

tru Independence's ZM Position: Q1 2021 in Review

tru Independence sold out of Zoom (ZM) in Q1 2021, closing a stake of 94 shares — an estimated $32 sold.

tru Independence first reported a position in ZM in Q4 2019 and held it in 4 quarters. The position peaked at $38K in Q2 2020. 931 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

  • tru Independence reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 94 Zoom shares in Q1 2021, an estimated $32.
  • tru Independence first reported a position in Zoom in Q4 2019 and held it in 4 quarters.
  • tru Independence's Zoom position peaked at $38K in Q2 2020.
  • 931 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.