Tiedemann Advisors’s Zoom ZM Stock Holding History

Tiedemann 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 Q4	–	Sell	-1,251	Closed	-$588K	–	357
2020 Q3	$588K	Sell	1,251 -24	-2%	-$7.67K	0.03%	215
2020 Q2	$323K	Buy	+1,275	New	+$229K	0.02%	245

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

Tiedemann Advisors's ZM Position: Q4 2020 in Review

Tiedemann Advisors sold out of Zoom (ZM) in Q4 2020, closing a stake of 1,251 shares — an estimated $588K sold.

Tiedemann Advisors first reported a position in ZM in Q2 2020 and held it in 2 quarters. The position peaked at $588K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Tiedemann Advisors reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Tiedemann Advisors sold 1,251 Zoom shares in Q4 2020, an estimated $588K.
Tiedemann Advisors first reported a position in Zoom in Q2 2020 and held it in 2 quarters.
Tiedemann Advisors's Zoom position peaked at $588K in Q3 2020.
937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.