West Financial Advisors’s Zoom ZM Stock Holding History

West Financial Advisors’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 Q2	–	Sell	-64	Closed	-$21K	–	156
2021 Q1	$21K	Hold	64	–	–	0.01%	111
2020 Q4	$22K	Buy	+64	New	+$28.5K	0.01%	108

Other funds holding ZM

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

AIM

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

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

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

West Financial Advisors's ZM Position: Q2 2021 in Review

West Financial Advisors sold out of Zoom (ZM) in Q2 2021, closing a stake of 64 shares — an estimated $21K sold.

West Financial Advisors first reported a position in ZM in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 943 funds tracked by Wall St. Rank hold ZM as of Q2 2021.

West Financial Advisors reported no remaining Zoom position as of Q2 2021 after selling out during the quarter.
West Financial Advisors sold 64 Zoom shares in Q2 2021, an estimated $21K.
West Financial Advisors first reported a position in Zoom in Q4 2020 and held it in 2 quarters.
West Financial Advisors's Zoom position peaked at $22K in Q4 2020.
943 funds tracked by Wall St. Rank held Zoom as of Q2 2021.

Based on West Financial Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.