JWM
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Jackson Wealth Management’s Zoom ZM Stock Holding History

Jackson Wealth Management’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
-3,000
Closed -$220K – 175
2019
Q4 		$220K Buy
+3,000
New +$206K 0.04% 144

Other funds holding ZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 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 $72.6B AUM 54.88% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Jackson Wealth Management's ZM Position: Q1 2020 in Review

Jackson Wealth Management sold out of Zoom (ZM) in Q1 2020, closing a stake of 3,000 shares — an estimated $220K sold.

Jackson Wealth Management first reported a position in ZM in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 514 funds tracked by Wall St. Rank hold ZM as of Q1 2020.

  • Jackson Wealth Management reported no remaining Zoom position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 3,000 Zoom shares in Q1 2020, an estimated $220K.
  • Jackson Wealth Management first reported a position in Zoom in Q4 2019 and held it in 1 quarter.
  • Jackson Wealth Management's Zoom position peaked at $220K in Q4 2019.
  • 514 funds tracked by Wall St. Rank held Zoom as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.