CFM Wealth Partners’s Zoom ZM Stock Holding History

CFM Wealth Partners’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	-63	Closed	-$15K	–	469
2020 Q2	$15K	Buy	+63	New	+$11.3K	0.01%	376

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

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

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

SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 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

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

CFM Wealth Partners's ZM Position: Q3 2020 in Review

CFM Wealth Partners sold out of Zoom (ZM) in Q3 2020, closing a stake of 63 shares — an estimated $15K sold.

CFM Wealth Partners first reported a position in ZM in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

CFM Wealth Partners reported no remaining Zoom position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 63 Zoom shares in Q3 2020, an estimated $15K.
CFM Wealth Partners first reported a position in Zoom in Q2 2020 and held it in 1 quarter.
CFM Wealth Partners's Zoom position peaked at $15K in Q2 2020.
886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.