Wellington Shields Capital Management’s Zoom ZM Stock Holding History

Wellington Shields Capital 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
2022 Q2	–	Sell	-950	Closed	-$111K	–	329
2022 Q1	$111K	Buy	+950	New	+$129K	0.01%	274
2021 Q3	–	Sell	-700	Closed	-$271K	–	299
2021 Q2	$271K	Hold	700	–	–	0.03%	252
2021 Q1	$225K	Hold	700	–	–	0.02%	263
2020 Q4	$236K	Buy	+700	New	+$312K	0.03%	241

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wellington Shields Capital Management's ZM Position: Q2 2022 in Review

Wellington Shields Capital Management sold out of Zoom (ZM) in Q2 2022, closing a stake of 950 shares — an estimated $111K sold.

Wellington Shields Capital Management first reported a position in ZM in Q4 2020 and held it in 4 quarters. The position peaked at $271K in Q2 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Wellington Shields Capital Management reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
Wellington Shields Capital Management sold 950 Zoom shares in Q2 2022, an estimated $111K.
Wellington Shields Capital Management first reported a position in Zoom in Q4 2020 and held it in 4 quarters.
Wellington Shields Capital Management's Zoom position peaked at $271K in Q2 2021.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Wellington Shields Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.