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Advisor Group’s Zoom ZM Stock Holding History

Advisor Group’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
2019
Q4 		$454K Buy
6,666
+2,418
+57% +$166K ﹤0.01% 1740
2019
Q3 		$323K Buy
4,248
+1,725
+68% +$155K ﹤0.01% 1944
2019
Q2 		$224K Buy
+2,523
New +$208K ﹤0.01% 2223

Other funds holding ZM

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor Group's ZM Position: Q4 2019 in Review

Advisor Group increased its Zoom (ZM) stake by 57% in Q4 2019, buying an estimated $166K and bringing the position to 6,666 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Advisor Group first reported a position in ZM in Q2 2019 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold ZM as of Q4 2019.

  • Advisor Group held 6,666 shares of Zoom worth $454K as of Q4 2019.
  • Advisor Group bought 2,418 Zoom shares in Q4 2019, an estimated $166K.
  • Zoom made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1740 holding.
  • Advisor Group first reported a position in Zoom in Q2 2019 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Zoom as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.