Planned Solutions’s Zoom ZM Stock Holding History

Planned 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	-30	Closed	-$14K	–	474
2020 Q3	$14K	Buy	+30	New	+$9.59K	0.01%	241

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

Planned Solutions's ZM Position: Q4 2020 in Review

Planned Solutions sold out of Zoom (ZM) in Q4 2020, closing a stake of 30 shares — an estimated $14K sold.

Planned Solutions first reported a position in ZM in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Planned Solutions reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Planned Solutions sold 30 Zoom shares in Q4 2020, an estimated $14K.
Planned Solutions first reported a position in Zoom in Q3 2020 and held it in 1 quarter.
Planned Solutions's Zoom position peaked at $14K in Q3 2020.
937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Planned Solutions's 13F filing for Q4 2020, filed 29 Jan 2021.