Brandywine Oak Private Wealth’s Zoom ZM Stock Holding History

Brandywine Oak Private Wealth’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	-750	Closed	-$352K	–	281
2020 Q3	$352K	Buy	+750	New	+$240K	0.06%	172

Other funds holding ZM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's ZM Position: Q4 2020 in Review

Brandywine Oak Private Wealth sold out of Zoom (ZM) in Q4 2020, closing a stake of 750 shares — an estimated $352K sold.

Brandywine Oak Private Wealth first reported a position in ZM in Q3 2020 and held it in 1 quarter. The position peaked at $352K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Brandywine Oak Private Wealth reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 750 Zoom shares in Q4 2020, an estimated $352K.
Brandywine Oak Private Wealth first reported a position in Zoom in Q3 2020 and held it in 1 quarter.
Brandywine Oak Private Wealth's Zoom position peaked at $352K in Q3 2020.
937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2020, filed 8 Feb 2021.