WMP
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Wealth Management Partners’s Zoom ZM Stock Holding History

Wealth Management Partners’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
-1,077
Closed -$417K – 123
2021
Q2 		$417K Sell
1,077
-464
-30% -$155K 0.29% 71
2021
Q1 		$498K Buy
1,541
+215
+16% +$79.1K 0.37% 61
2020
Q4 		$496K Buy
+1,326
New +$591K 0.39% 58

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 $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
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 $2.9T AUM 29.55% 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

Wealth Management Partners's ZM Position: Q3 2021 in Review

Wealth Management Partners sold out of Zoom (ZM) in Q3 2021, closing a stake of 1,077 shares — an estimated $417K sold.

Wealth Management Partners first reported a position in ZM in Q4 2020 and held it in 3 quarters. The position peaked at $498K in Q1 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Wealth Management Partners reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Wealth Management Partners sold 1,077 Zoom shares in Q3 2021, an estimated $417K.
  • Wealth Management Partners first reported a position in Zoom in Q4 2020 and held it in 3 quarters.
  • Wealth Management Partners's Zoom position peaked at $498K in Q1 2021.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Wealth Management Partners's 13F filing for Q3 2021, filed 13 Oct 2021.