Institutional & Family Asset Management, LLC Zoom Video Communications, Inc. Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	SELL	$288.49 - $394.73 $2,884 - $3,947	-10 Reduced 83.33%	2 $1,000
Q1 2021 May 06, 2021	BUY	$308.39 - $444.51 $3,700 - $5,334	12 New	12 $4,000
Q3 2020 Oct 30, 2020	SELL	$231.04 - $500.53 $10,396 - $22,523	-45 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$113.75 - $259.51 $31,736 - $72,403	-279 Reduced 86.11%	45 $11,000
Q1 2020 May 14, 2020	BUY	$67.28 - $159.56 $21,798 - $51,697	324 New	324 $47,000
Q4 2019 Feb 14, 2020	SELL	$62.0 - $76.99 $1,116 - $1,385	-18 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$62.0 - $102.77 $1,116 - $1,849	18 New	18 $2,000

Others Institutions Holding ZM

# of Institutions

788

Shares Held

161M

Call Options Held

10.2M

Put Options Held

9.13M

Vanguard Group Inc Valley Forge, PA

24.3M
Shares

$2.08 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

15.5M
Shares

$1.33 Billion
0.02% of portfolio
Aqr Capital Management LLC Greenwich, CT

7.17M
Shares

$613 Million
0.7% of portfolio
State Street Corp Boston, MA

6.11M
Shares

$523 Million
0.02% of portfolio
Newlands Management Operations LLC Dallas, TX

5.79M
Shares

$495 Million
2.92% of portfolio

View Full List

About Zoom Video Communications, Inc.

Ticker ZM
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 250,975,008
Market Cap $21.5B
Description
Zoom Video Communications, Inc. provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise clou...

More about ZM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account