HCR Wealth Advisors’s Zoom ZM Stock Holding History

HCR Wealth 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 Q4	–	Sell	-545	Closed	-$263K	–	278
2020 Q3	$263K	Buy	+545	New	+$174K	0.06%	141

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

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

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

HCR Wealth Advisors's ZM Position: Q4 2020 in Review

HCR Wealth Advisors sold out of Zoom (ZM) in Q4 2020, closing a stake of 545 shares — an estimated $263K sold.

HCR Wealth Advisors first reported a position in ZM in Q3 2020 and held it in 1 quarter. The position peaked at $263K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

HCR Wealth Advisors reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
HCR Wealth Advisors sold 545 Zoom shares in Q4 2020, an estimated $263K.
HCR Wealth Advisors first reported a position in Zoom in Q3 2020 and held it in 1 quarter.
HCR Wealth Advisors's Zoom position peaked at $263K in Q3 2020.
937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on HCR Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.