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WESPAC Advisors SoCal’s Zoom ZM Stock Holding History

WESPAC Advisors SoCal’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
-1,607
Closed -$413K – 86
2021
Q3 		$413K Buy
1,607
+60
+4% +$20.2K 0.14% 72
2021
Q2 		$599K Buy
1,547
+2
+0.1% +$666 0.2% 64
2021
Q1 		$496K Buy
+1,545
New +$569K 0.19% 60

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

WESPAC Advisors SoCal's ZM Position: Q4 2021 in Review

WESPAC Advisors SoCal sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,607 shares — an estimated $413K sold.

WESPAC Advisors SoCal first reported a position in ZM in Q1 2021 and held it in 3 quarters. The position peaked at $599K in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • WESPAC Advisors SoCal reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,607 Zoom shares in Q4 2021, an estimated $413K.
  • WESPAC Advisors SoCal first reported a position in Zoom in Q1 2021 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Zoom position peaked at $599K in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2021, filed 2 Feb 2022.