Personal CFO Solutions’s Zoom ZM Stock Holding History

Personal CFO 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 Q4	–	Sell	-663	Closed	–	–	408
2020 Q3	$0	Buy	+663	New	+$212K	﹤0.01%	340

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

Personal CFO Solutions's ZM Position: Q4 2020 in Review

Personal CFO Solutions sold out of Zoom (ZM) in Q4 2020, closing a stake of 663 shares.

Personal CFO Solutions first reported a position in ZM in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Personal CFO Solutions reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Personal CFO Solutions sold 663 Zoom shares in Q4 2020.
Personal CFO Solutions first reported a position in Zoom in Q3 2020 and held it in 1 quarter.
Personal CFO Solutions's Zoom position peaked at $0 in Q3 2020.
937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Personal CFO Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.