BCWM
ZM icon

Blue Chip Wealth Management’s Zoom ZM Stock Holding History

Blue Chip 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 		$221K Buy
+470
New +$150K 0.17% 101

Other funds holding ZM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Blue Chip Wealth Management's ZM Position: Q3 2020 in Review

Blue Chip Wealth Management opened a new position in Zoom (ZM) in Q3 2020: 470 shares worth $221K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings.

886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

  • Blue Chip Wealth Management held 470 shares of Zoom worth $221K as of Q3 2020.
  • Zoom was a new Blue Chip Wealth Management position in Q3 2020.
  • Zoom made up 0.17% of Blue Chip Wealth Management's portfolio in Q3 2020, its #101 holding.
  • 886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.