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Wealth Architects’s Zoom ZM Stock Holding History

Wealth Architects’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
-520
Closed -$201K – 198
2021
Q2 		$201K Buy
+520
New +$173K 0.04% 178
2020
Q4 		– Sell
-625
Closed -$294K – 167
2020
Q3 		$294K Sell
625
-430
-41% -$138K 0.08% 109
2020
Q2 		$267K Buy
+1,055
New +$190K 0.07% 113
2020
Q1 		– Sell
-4,047
Closed -$275K – 152
2019
Q4 		$275K Buy
+4,047
New +$279K 0.08% 104

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 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 $15.4B AUM 50.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealth Architects's ZM Position: Q3 2021 in Review

Wealth Architects sold out of Zoom (ZM) in Q3 2021, closing a stake of 520 shares — an estimated $201K sold.

Wealth Architects first reported a position in ZM in Q4 2019 and held it in 4 quarters. The position peaked at $294K in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Wealth Architects reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Wealth Architects sold 520 Zoom shares in Q3 2021, an estimated $201K.
  • Wealth Architects first reported a position in Zoom in Q4 2019 and held it in 4 quarters.
  • Wealth Architects's Zoom position peaked at $294K in Q3 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Wealth Architects's 13F filing for Q3 2021, filed 9 Nov 2021.