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WealthShield Partners’s Zoom ZM Stock Holding History

WealthShield 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
Q4 		– Sell
-1,665
Closed -$435K – 305
2021
Q3 		$435K Buy
1,665
+1,292
+346% +$436K 0.12% 154
2021
Q2 		$144K Buy
373
+102
+38% +$34K 0.02% 308
2021
Q1 		$87K Buy
+271
New +$99.7K 0.02% 362

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

WealthShield Partners's ZM Position: Q4 2021 in Review

WealthShield Partners sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,665 shares — an estimated $435K sold.

WealthShield Partners first reported a position in ZM in Q1 2021 and held it in 3 quarters. The position peaked at $435K in Q3 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • WealthShield Partners reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,665 Zoom shares in Q4 2021, an estimated $435K.
  • WealthShield Partners first reported a position in Zoom in Q1 2021 and held it in 3 quarters.
  • WealthShield Partners's Zoom position peaked at $435K in Q3 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.