TRUE Private Wealth Advisors’s Zoom ZM Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-6	Closed	-$2K	–	724
2020 Q4	$2K	Sell	6 -25	-81%	-$11.1K	﹤0.01%	682
2020 Q3	$14K	Buy	31 +6	+24%	+$1.92K	﹤0.01%	458
2020 Q2	$6K	Hold	25	–	–	﹤0.01%	547
2020 Q1	$3K	Sell	25 -42	-63%	-$4.14K	﹤0.01%	587
2019 Q4	$4K	Buy	+67	New	+$4.61K	﹤0.01%	701

Other funds holding ZM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's ZM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Zoom (ZM) in Q1 2021, closing a stake of 6 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in ZM in Q4 2019 and held it in 5 quarters. The position peaked at $14K in Q3 2020. 931 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Zoom position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 6 Zoom shares in Q1 2021, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in Zoom in Q4 2019 and held it in 5 quarters.
TRUE Private Wealth Advisors's Zoom position peaked at $14K in Q3 2020.
931 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.