First Allied Advisory Services’s Zoom ZM Stock Holding History

First Allied Advisory 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	$3.27M	Buy	6,963 +2,566	+58%	+$821K	0.11%	197
2020 Q2	$1.11M	Sell	4,397 -859	-16%	-$155K	0.04%	418
2020 Q1	$768K	Buy	+5,256	New	+$519K	0.03%	466
2019 Q3	–	Sell	-2,950	Closed	-$262K	–	1691
2019 Q2	$262K	Buy	+2,950	New	+$243K	0.01%	957

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 $3.37T AUM 44.26% 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

First Allied Advisory Services's ZM Position: Q3 2020 in Review

First Allied Advisory Services increased its Zoom (ZM) stake by 58% in Q3 2020, buying an estimated $821K and bringing the position to 6,963 shares worth $3.27M. The position accounts for 0.11% of the portfolio, ranked #197.

First Allied Advisory Services first reported a position in ZM in Q2 2019 and has held it in 4 quarters since. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

First Allied Advisory Services held 6,963 shares of Zoom worth $3.27M as of Q3 2020.
First Allied Advisory Services bought 2,566 Zoom shares in Q3 2020, an estimated $821K.
Zoom made up 0.11% of First Allied Advisory Services's portfolio in Q3 2020, its #197 holding.
First Allied Advisory Services first reported a position in Zoom in Q2 2019 and has held it in 4 quarters since.
886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.