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WC Walker & Associates’s Zoom ZM Stock Holding History

WC Walker & Associates’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
Q4 		– Sell
-5,679
Closed -$1.49M – 75
2021
Q3 		$1.49M Buy
5,679
+84
+2% +$28.3K 0.8% 37
2021
Q2 		$2.18M Buy
5,595
+731
+15% +$243K 1.14% 34
2021
Q1 		$1.6M Buy
4,864
+64
+1% +$23.6K 0.91% 38
2020
Q4 		$2M Buy
+4,800
New +$2.14M 1.15% 34

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WC Walker & Associates's ZM Position: Q4 2021 in Review

WC Walker & Associates sold out of Zoom (ZM) in Q4 2021, closing a stake of 5,679 shares — an estimated $1.49M sold.

WC Walker & Associates first reported a position in ZM in Q4 2020 and held it in 4 quarters. The position peaked at $2.18M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • WC Walker & Associates reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • WC Walker & Associates sold 5,679 Zoom shares in Q4 2021, an estimated $1.49M.
  • WC Walker & Associates first reported a position in Zoom in Q4 2020 and held it in 4 quarters.
  • WC Walker & Associates's Zoom position peaked at $2.18M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on WC Walker & Associates's 13F filing for Q4 2021, filed 18 Jan 2022.