Advisory Alpha’s Zoom ZM Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-115	Closed	-$55K	–	679
2020 Q3	$55K	Buy	+115	New	+$36.8K	0.01%	198
2020 Q2	–	Sell	-90	Closed	-$15.2K	–	645
2020 Q1	$15.2K	Buy	+90	New	+$8.88K	﹤0.01%	353

Other funds holding ZM

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

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

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

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Alpha's ZM Position: Q4 2020 in Review

Advisory Alpha sold out of Zoom (ZM) in Q4 2020, closing a stake of 115 shares — an estimated $55K sold.

Advisory Alpha first reported a position in ZM in Q1 2020 and held it in 2 quarters. The position peaked at $55K in Q3 2020. 938 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Advisory Alpha reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 115 Zoom shares in Q4 2020, an estimated $55K.
Advisory Alpha first reported a position in Zoom in Q1 2020 and held it in 2 quarters.
Advisory Alpha's Zoom position peaked at $55K in Q3 2020.
938 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.