VFM
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Vivid Financial Management’s Zoom ZM Stock Holding History

Vivid Financial Management’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
-1,129
Closed -$437K – 162
2021
Q2 		$437K Sell
1,129
-83
-7% -$27.6K 0.18% 89
2021
Q1 		$389K Buy
+1,212
New +$446K 0.18% 94

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vivid Financial Management's ZM Position: Q3 2021 in Review

Vivid Financial Management sold out of Zoom (ZM) in Q3 2021, closing a stake of 1,129 shares — an estimated $437K sold.

Vivid Financial Management first reported a position in ZM in Q1 2021 and held it in 2 quarters. The position peaked at $437K in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Vivid Financial Management reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Vivid Financial Management sold 1,129 Zoom shares in Q3 2021, an estimated $437K.
  • Vivid Financial Management first reported a position in Zoom in Q1 2021 and held it in 2 quarters.
  • Vivid Financial Management's Zoom position peaked at $437K in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Vivid Financial Management's 13F filing for Q3 2021, filed 19 Oct 2021.