Modera Wealth Management’s Zoom ZM Stock Holding History

Modera 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 Q4	–	Sell	-467	Closed	-$220K	–	245
2020 Q3	$220K	Buy	+467	New	+$149K	0.03%	147

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

Modera Wealth Management's ZM Position: Q4 2020 in Review

Modera Wealth Management sold out of Zoom (ZM) in Q4 2020, closing a stake of 467 shares — an estimated $220K sold.

Modera Wealth Management first reported a position in ZM in Q3 2020 and held it in 1 quarter. The position peaked at $220K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Modera Wealth Management reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Modera Wealth Management sold 467 Zoom shares in Q4 2020, an estimated $220K.
Modera Wealth Management first reported a position in Zoom in Q3 2020 and held it in 1 quarter.
Modera Wealth Management's Zoom position peaked at $220K in Q3 2020.
937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Modera Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.