UBP Investment Advisors’s Zoom ZM Stock Holding History

UBP Investment Advisors’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 Q3	–	Sell	-636	Closed	-$250K	–	109
2021 Q2	$250K	Buy	+636	New	+$212K	0.09%	102

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

AIM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBP Investment Advisors's ZM Position: Q3 2021 in Review

UBP Investment Advisors sold out of Zoom (ZM) in Q3 2021, closing a stake of 636 shares — an estimated $250K sold.

UBP Investment Advisors first reported a position in ZM in Q2 2021 and held it in 1 quarter. The position peaked at $250K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

UBP Investment Advisors reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
UBP Investment Advisors sold 636 Zoom shares in Q3 2021, an estimated $250K.
UBP Investment Advisors first reported a position in Zoom in Q2 2021 and held it in 1 quarter.
UBP Investment Advisors's Zoom position peaked at $250K in Q2 2021.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on UBP Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.