Orion Portfolio Solutions’s Zoom ZM Stock Holding History

Orion Portfolio Solutions’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 Q3	–	Sell	-125	Closed	-$32K	–	2107
2020 Q2	$32K	Hold	125	–	–	﹤0.01%	818
2020 Q1	$18K	Buy	+125	New	+$12.3K	﹤0.01%	878

Other funds holding ZM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Orion Portfolio Solutions's ZM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Zoom (ZM) in Q3 2020, closing a stake of 125 shares — an estimated $32K sold.

Orion Portfolio Solutions first reported a position in ZM in Q1 2020 and held it in 2 quarters. The position peaked at $32K in Q2 2020. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

Orion Portfolio Solutions reported no remaining Zoom position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 125 Zoom shares in Q3 2020, an estimated $32K.
Orion Portfolio Solutions first reported a position in Zoom in Q1 2020 and held it in 2 quarters.
Orion Portfolio Solutions's Zoom position peaked at $32K in Q2 2020.
886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.