APWM
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Atlas Private Wealth Management’s Zoom ZM Stock Holding History

Atlas Private 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
2020
Q3 		– Sell
-35
Closed -$9K – 488
2020
Q2 		$9K Sell
35
-18
-34% -$3.24K 0.01% 341
2020
Q1 		$8K Buy
+53
New +$5.23K 0.01% 333

Other funds holding ZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Atlas Private Wealth Management's ZM Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Zoom (ZM) in Q3 2020, closing a stake of 35 shares — an estimated $9K sold.

Atlas Private Wealth Management first reported a position in ZM in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Zoom position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 35 Zoom shares in Q3 2020, an estimated $9K.
  • Atlas Private Wealth Management first reported a position in Zoom in Q1 2020 and held it in 2 quarters.
  • Atlas Private Wealth Management's Zoom position peaked at $9K in Q2 2020.
  • 886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.