Winch Advisory Services’s Zoom ZM Stock Holding History

Winch Advisory Services’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	-29	Closed	-$11K	–	521
2021 Q2	$11K	Buy	29 +18	+164%	+$6K	﹤0.01%	260
2021 Q1	$4K	Sell	11 -60	-85%	-$22.1K	﹤0.01%	341
2020 Q4	$24K	Sell	71 -17	-19%	-$7.58K	0.01%	147
2020 Q3	$41K	Buy	88 +68	+340%	+$21.7K	0.02%	103
2020 Q2	$5K	Buy	+20	New	+$3.6K	﹤0.01%	264

Other funds holding ZM

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

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

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

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

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

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

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

Winch Advisory Services's ZM Position: Q3 2021 in Review

Winch Advisory Services sold out of Zoom (ZM) in Q3 2021, closing a stake of 29 shares — an estimated $11K sold.

Winch Advisory Services first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $41K in Q3 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Winch Advisory Services reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Winch Advisory Services sold 29 Zoom shares in Q3 2021, an estimated $11K.
Winch Advisory Services first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
Winch Advisory Services's Zoom position peaked at $41K in Q3 2020.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.