TAM
ZM icon

Tocqueville Asset Management’s Zoom ZM Stock Holding History

Tocqueville Asset 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
Q4 		– Sell
-2,865
Closed -$218K – 778
2019
Q3 		$218K Buy
+2,865
New +$258K ﹤0.01% 705

Other funds holding ZM

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tocqueville Asset Management's ZM Position: Q4 2019 in Review

Tocqueville Asset Management sold out of Zoom (ZM) in Q4 2019, closing a stake of 2,865 shares — an estimated $218K sold.

Tocqueville Asset Management first reported a position in ZM in Q3 2019 and held it in 1 quarter. The position peaked at $218K in Q3 2019. 233 funds tracked by Wall St. Rank hold ZM as of Q4 2019.

  • Tocqueville Asset Management reported no remaining Zoom position as of Q4 2019 after selling out during the quarter.
  • Tocqueville Asset Management sold 2,865 Zoom shares in Q4 2019, an estimated $218K.
  • Tocqueville Asset Management first reported a position in Zoom in Q3 2019 and held it in 1 quarter.
  • Tocqueville Asset Management's Zoom position peaked at $218K in Q3 2019.
  • 233 funds tracked by Wall St. Rank held Zoom as of Q4 2019.

Based on Tocqueville Asset Management's 13F filing for Q4 2019, filed 14 Jan 2020.