Cypress Wealth Services’s Zoom ZM Stock Holding History

Cypress Wealth Services’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	-866	Closed	-$220K	–	512
2020 Q2	$220K	Buy	+866	New	+$156K	0.05%	239

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

Cypress Wealth Services's ZM Position: Q3 2020 in Review

Cypress Wealth Services sold out of Zoom (ZM) in Q3 2020, closing a stake of 866 shares — an estimated $220K sold.

Cypress Wealth Services first reported a position in ZM in Q2 2020 and held it in 1 quarter. The position peaked at $220K in Q2 2020. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

Cypress Wealth Services reported no remaining Zoom position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 866 Zoom shares in Q3 2020, an estimated $220K.
Cypress Wealth Services first reported a position in Zoom in Q2 2020 and held it in 1 quarter.
Cypress Wealth Services's Zoom position peaked at $220K in Q2 2020.
886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.