Engrave Wealth Partners’s Zoom ZM Stock Holding History

Engrave 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	-187	Closed	-$47K	–	433
2020 Q2	$47K	Buy	187 +87	+87%	+$15.7K	0.04%	115
2020 Q1	$14K	Buy	100 +60	+150%	+$5.92K	0.02%	187
2019 Q4	$2K	Buy	+40	New	+$2.75K	﹤0.01%	408

Other funds holding ZM

Morgan Stanley New York $1.89T AUM 35.08% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Engrave Wealth Partners sold out of Zoom (ZM) in Q3 2020, closing a stake of 187 shares — an estimated $47K sold.

Engrave Wealth Partners first reported a position in ZM in Q4 2019 and held it in 3 quarters. The position peaked at $47K in Q2 2020. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

Engrave Wealth Partners reported no remaining Zoom position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 187 Zoom shares in Q3 2020, an estimated $47K.
Engrave Wealth Partners first reported a position in Zoom in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's Zoom position peaked at $47K in Q2 2020.
886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.