LifePlan Financial Group’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$24K Hold
50
0.01% 323
2020
Q2
$13K Buy
+50
New +$9K 0.01% 394

Other funds holding ZM

LifePlan Financial Group's ZM Position: Q3 2020 in Review

LifePlan Financial Group held its Zoom (ZM) position steady in Q3 2020 at 50 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #323.

LifePlan Financial Group first reported a position in ZM in Q2 2020 and has held it in 2 quarters since. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

  • LifePlan Financial Group held 50 shares of Zoom worth $24K as of Q3 2020.
  • LifePlan Financial Group left its Zoom share count unchanged in Q3 2020.
  • Zoom made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #323 holding.
  • LifePlan Financial Group first reported a position in Zoom in Q2 2020 and has held it in 2 quarters since.
  • 886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.