WT Wealth Management’s Zoom ZM Stock Holding History

WT Wealth 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
2021 Q3	–	Sell	-709	Closed	-$274K	–	130
2021 Q2	$274K	Sell	709 -2,525	-78%	-$841K	0.11%	111
2021 Q1	$1.04M	Buy	3,234 +458	+16%	+$169K	0.48%	61
2020 Q4	$936K	Buy	2,776 +411	+17%	+$183K	0.51%	68
2020 Q3	$1.11M	Sell	2,365 -552	-19%	-$177K	0.74%	36
2020 Q2	$739K	Buy	+2,917	New	+$525K	0.6%	41

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WT Wealth Management's ZM Position: Q3 2021 in Review

WT Wealth Management sold out of Zoom (ZM) in Q3 2021, closing a stake of 709 shares — an estimated $274K sold.

WT Wealth Management first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $1.11M in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

WT Wealth Management reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
WT Wealth Management sold 709 Zoom shares in Q3 2021, an estimated $274K.
WT Wealth Management first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
WT Wealth Management's Zoom position peaked at $1.11M in Q3 2020.
873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on WT Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.