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Sheets Smith Wealth Management’s Zoom ZM Stock Holding History

Sheets Smith 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
2019
Q3 		– Sell
-3,557
Closed -$316K – 323
2019
Q2 		$316K Buy
+3,557
New +$293K 0.06% 260

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Sands Capital Management
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WRCM
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Capital Research Global Investors
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Tiger Global Management
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Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Sheets Smith Wealth Management's ZM Position: Q3 2019 in Review

Sheets Smith Wealth Management sold out of Zoom (ZM) in Q3 2019, closing a stake of 3,557 shares — an estimated $316K sold.

Sheets Smith Wealth Management first reported a position in ZM in Q2 2019 and held it in 1 quarter. The position peaked at $316K in Q2 2019. 216 funds tracked by Wall St. Rank hold ZM as of Q3 2019.

  • Sheets Smith Wealth Management reported no remaining Zoom position as of Q3 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,557 Zoom shares in Q3 2019, an estimated $316K.
  • Sheets Smith Wealth Management first reported a position in Zoom in Q2 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Zoom position peaked at $316K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held Zoom as of Q3 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.