YorkBridge Wealth Partners’s Zoom ZM Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-1,937	Closed	-$356K	–	296
2021 Q4	$356K	Sell	1,937 -2	-0.1%	-$470	0.08%	216
2021 Q3	$507K	Buy	1,939 +3	+0.2%	+$1.01K	0.13%	126
2021 Q2	$749K	Buy	1,936 +4	+0.2%	+$1.33K	0.2%	94
2021 Q1	$621K	Buy	+1,932	New	+$711K	0.18%	102

Other funds holding ZM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

YorkBridge Wealth Partners's ZM Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,937 shares — an estimated $356K sold.

YorkBridge Wealth Partners first reported a position in ZM in Q1 2021 and held it in 4 quarters. The position peaked at $749K in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

YorkBridge Wealth Partners reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,937 Zoom shares in Q1 2022, an estimated $356K.
YorkBridge Wealth Partners first reported a position in Zoom in Q1 2021 and held it in 4 quarters.
YorkBridge Wealth Partners's Zoom position peaked at $749K in Q2 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.