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Viridian RIA’s Zoom ZM Stock Holding History

Viridian 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
2022
Q1 		– Sell
-6,159
Closed -$1.13M – 87
2021
Q4 		$1.13M Buy
+6,159
New +$1.45M 0.24% 47
2021
Q2 		– Hold
0
– – – 31
2021
Q1 		– Sell
-5,498
Closed -$2.02M – 35
2020
Q4 		$1.85M Sell
5,498
-123
-2% -$54.8K 0.51% 37
2020
Q3 		$2.64M Sell
5,621
-1,912
-25% -$611K 0.87% 25
2020
Q2 		$1.91M Buy
7,533
+557
+8% +$100K 0.69% 28
2020
Q1 		$1.02M Buy
+6,976
New +$688K 0.46% 33

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 $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viridian RIA's ZM Position: Q1 2022 in Review

Viridian RIA sold out of Zoom (ZM) in Q1 2022, closing a stake of 6,159 shares — an estimated $1.13M sold.

Viridian RIA first reported a position in ZM in Q1 2020 and held it in 5 quarters. The position peaked at $2.64M in Q3 2020. 767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Viridian RIA reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 6,159 Zoom shares in Q1 2022, an estimated $1.13M.
  • Viridian RIA first reported a position in Zoom in Q1 2020 and held it in 5 quarters.
  • Viridian RIA's Zoom position peaked at $2.64M in Q3 2020.
  • 767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.