Legacy Advisors’s Zoom ZM Stock Holding History

Legacy 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
2019 Q3	–	Sell	-166	Closed	-$15K	–	340
2019 Q2	$15K	Buy	+166	New	+$13.7K	0.01%	281

Other funds holding ZM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Legacy Advisors's ZM Position: Q3 2019 in Review

Legacy Advisors sold out of Zoom (ZM) in Q3 2019, closing a stake of 166 shares — an estimated $15K sold.

Legacy Advisors first reported a position in ZM in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 216 funds tracked by Wall St. Rank hold ZM as of Q3 2019.

Legacy Advisors reported no remaining Zoom position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 166 Zoom shares in Q3 2019, an estimated $15K.
Legacy Advisors first reported a position in Zoom in Q2 2019 and held it in 1 quarter.
Legacy Advisors's Zoom position peaked at $15K in Q2 2019.
216 funds tracked by Wall St. Rank held Zoom as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.