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Shine Investment Advisory Services’s Zoom ZM Stock Holding History

Shine Investment Advisory Services’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 		$99K Sell
211
-11
-5% -$3.52K 0.03% 195
2020
Q2 		$56K Buy
222
+19
+9% +$3.42K 0.02% 266
2020
Q1 		$30K Buy
+203
New +$20K 0.01% 359

Other funds holding ZM

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Shine Investment Advisory Services's ZM Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Zoom (ZM) stake by 5% in Q3 2020, selling an estimated $3.52K and leaving 211 shares worth $99K. The position accounts for 0.03% of the portfolio, ranked #195.

Shine Investment Advisory Services first reported a position in ZM in Q1 2020 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

  • Shine Investment Advisory Services held 211 shares of Zoom worth $99K as of Q3 2020.
  • Shine Investment Advisory Services sold 11 Zoom shares in Q3 2020, an estimated $3.52K.
  • Zoom made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #195 holding.
  • Shine Investment Advisory Services first reported a position in Zoom in Q1 2020 and has held it in 3 quarters since.
  • 887 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.