CWM
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Cornerstone Wealth Management’s Zoom ZM Stock Holding History

Cornerstone 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
Q4 		– Sell
-714
Closed -$336K – 438
2020
Q3 		$336K Sell
714
-82
-10% -$26.2K 0.05% 279
2020
Q2 		$202K Buy
+796
New +$143K 0.03% 353

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
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
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's ZM Position: Q4 2020 in Review

Cornerstone Wealth Management sold out of Zoom (ZM) in Q4 2020, closing a stake of 714 shares — an estimated $336K sold.

Cornerstone Wealth Management first reported a position in ZM in Q2 2020 and held it in 2 quarters. The position peaked at $336K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

  • Cornerstone Wealth Management reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 714 Zoom shares in Q4 2020, an estimated $336K.
  • Cornerstone Wealth Management first reported a position in Zoom in Q2 2020 and held it in 2 quarters.
  • Cornerstone Wealth Management's Zoom position peaked at $336K in Q3 2020.
  • 937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Cornerstone Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.