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Vanguard Capital Wealth Advisors’s Zoom ZM Stock Holding History

Vanguard Capital Wealth 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
2022
Q1 		– Sell
-1,110
Closed -$204K – 171
2021
Q4 		$204K Buy
1,110
+200
+22% +$47K 0.15% 128
2021
Q3 		$237 Hold
910
– – 0.16% 120
2021
Q2 		$352K Hold
910
– – 0.27% 94
2021
Q1 		$294K Hold
910
– – 0.25% 88
2020
Q4 		$321K Buy
+910
New +$406K 0.3% 94
2020
Q2 		$306K Buy
+1,210
New +$218K 0.36% 74

Other funds holding ZM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Wealth Advisors's ZM Position: Q1 2022 in Review

Vanguard Capital Wealth Advisors sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,110 shares — an estimated $204K sold.

Vanguard Capital Wealth Advisors first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $352K in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Vanguard Capital Wealth Advisors reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 1,110 Zoom shares in Q1 2022, an estimated $204K.
  • Vanguard Capital Wealth Advisors first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
  • Vanguard Capital Wealth Advisors's Zoom position peaked at $352K in Q2 2021.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.