UR
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USCA RIA’s Zoom ZM Stock Holding History

USCA RIA’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
Q2 		$635K Sell
1,640
-230
-12% -$76.6K 0.04% 362
2021
Q1 		$601K Sell
1,870
-30
-2% -$11K 0.04% 358
2020
Q4 		$641K Sell
1,900
-690
-27% -$308K 0.05% 293
2020
Q3 		$1.22M Sell
2,590
-1,290
-33% -$413K 0.1% 189
2020
Q2 		$984K Sell
3,880
-1,320
-25% -$238K 0.09% 207
2020
Q1 		$760K Buy
+5,200
New +$513K 0.09% 222

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

USCA RIA's ZM Position: Q2 2021 in Review

USCA RIA reduced its Zoom (ZM) stake by 12% in Q2 2021, selling an estimated $76.6K and leaving 1,640 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #362.

USCA RIA first reported a position in ZM in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

  • USCA RIA held 1,640 shares of Zoom worth $635K as of Q2 2021.
  • USCA RIA sold 230 Zoom shares in Q2 2021, an estimated $76.6K.
  • Zoom made up 0.04% of USCA RIA's portfolio in Q2 2021, its #362 holding.
  • USCA RIA first reported a position in Zoom in Q1 2020 and has held it in 6 quarters since.
  • USCA RIA's Zoom position peaked at $1.22M in Q3 2020.
  • 943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.