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Charles Schwab Investment Advisory’s Zoom ZM Stock Holding History

Charles Schwab Investment Advisory’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
Q2 		– Sell
-18,796
Closed -$2.75M – 68
2020
Q1 		$2.75M Buy
+18,796
New +$1.85M 0.01% 54

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab Investment Advisory's ZM Position: Q2 2020 in Review

Charles Schwab Investment Advisory sold out of Zoom (ZM) in Q2 2020, closing a stake of 18,796 shares — an estimated $2.75M sold.

Charles Schwab Investment Advisory first reported a position in ZM in Q1 2020 and held it in 1 quarter. The position peaked at $2.75M in Q1 2020. 714 funds tracked by Wall St. Rank hold ZM as of Q2 2020.

  • Charles Schwab Investment Advisory reported no remaining Zoom position as of Q2 2020 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 18,796 Zoom shares in Q2 2020, an estimated $2.75M.
  • Charles Schwab Investment Advisory first reported a position in Zoom in Q1 2020 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's Zoom position peaked at $2.75M in Q1 2020.
  • 714 funds tracked by Wall St. Rank held Zoom as of Q2 2020.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2020, filed 14 Aug 2020.