GCA
ZM icon

Gideon Capital Advisors’s Zoom ZM Stock Holding History

Gideon Capital Advisors’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
Q1 		– Sell
-9,991
Closed -$680K – 224
2019
Q4 		$680K Sell
9,991
-10,070
-50% -$693K 0.23% 143
2019
Q3 		$1.53M Buy
+20,061
New +$1.81M 0.5% 70

Other funds holding ZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Gideon Capital Advisors's ZM Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Zoom (ZM) in Q1 2020, closing a stake of 9,991 shares — an estimated $680K sold.

Gideon Capital Advisors first reported a position in ZM in Q3 2019 and held it in 2 quarters. The position peaked at $1.53M in Q3 2019. 514 funds tracked by Wall St. Rank hold ZM as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Zoom position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 9,991 Zoom shares in Q1 2020, an estimated $680K.
  • Gideon Capital Advisors first reported a position in Zoom in Q3 2019 and held it in 2 quarters.
  • Gideon Capital Advisors's Zoom position peaked at $1.53M in Q3 2019.
  • 514 funds tracked by Wall St. Rank held Zoom as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.