CSat Investment Advisory’s Zoom ZM Stock Holding History

CSat 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 Q4	–	Sell	-3,864	Closed	-$1.82M	–	980
2020 Q3	$1.82M	Buy	3,864 +177	+5%	+$56.6K	0.16%	62
2020 Q2	$935K	Buy	+3,687	New	+$663K	0.11%	92

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 $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CSat Investment Advisory's ZM Position: Q4 2020 in Review

CSat Investment Advisory sold out of Zoom (ZM) in Q4 2020, closing a stake of 3,864 shares — an estimated $1.82M sold.

CSat Investment Advisory first reported a position in ZM in Q2 2020 and held it in 2 quarters. The position peaked at $1.82M in Q3 2020. 938 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

CSat Investment Advisory reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 3,864 Zoom shares in Q4 2020, an estimated $1.82M.
CSat Investment Advisory first reported a position in Zoom in Q2 2020 and held it in 2 quarters.
CSat Investment Advisory's Zoom position peaked at $1.82M in Q3 2020.
938 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.