Teamwork Financial Advisors’s Zoom ZM Stock Holding History

Teamwork Financial Advisors’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	-941	Closed	-$239K	–	210
2020 Q2	$239K	Sell	941 -1,636	-63%	-$294K	0.09%	162
2020 Q1	$377K	Buy	+2,577	New	+$254K	0.23%	79

Other funds holding ZM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Teamwork Financial Advisors's ZM Position: Q3 2020 in Review

Teamwork Financial Advisors sold out of Zoom (ZM) in Q3 2020, closing a stake of 941 shares — an estimated $239K sold.

Teamwork Financial Advisors first reported a position in ZM in Q1 2020 and held it in 2 quarters. The position peaked at $377K in Q1 2020. 886 funds tracked by Wall St. Rank hold ZM as of Q3 2020.

Teamwork Financial Advisors reported no remaining Zoom position as of Q3 2020 after selling out during the quarter.
Teamwork Financial Advisors sold 941 Zoom shares in Q3 2020, an estimated $239K.
Teamwork Financial Advisors first reported a position in Zoom in Q1 2020 and held it in 2 quarters.
Teamwork Financial Advisors's Zoom position peaked at $377K in Q1 2020.
886 funds tracked by Wall St. Rank held Zoom as of Q3 2020.

Based on Teamwork Financial Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.