Principle Wealth Partners’s Zoom ZM Stock Holding History

Principle Wealth Partners’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	-430	Closed	-$109K	–	449
2020 Q2	$109K	Buy	+430	New	+$77.4K	0.03%	201

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Principle Wealth Partners's ZM Position: Q3 2020 in Review

Principle Wealth Partners sold out of Zoom (ZM) in Q3 2020, closing a stake of 430 shares — an estimated $109K sold.

Principle Wealth Partners first reported a position in ZM in Q2 2020 and held it in 1 quarter. The position peaked at $109K in Q2 2020. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

Principle Wealth Partners reported no remaining Zoom position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 430 Zoom shares in Q3 2020, an estimated $109K.
Principle Wealth Partners first reported a position in Zoom in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's Zoom position peaked at $109K in Q2 2020.
886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.